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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,569 | $96,630-84.9% | $86,605-83.2% | $139,427-89.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.99% | 106.48%-89.5pp | 591.39%-574.4pp | 373.27%-356.3pp |
| Employer contribution / active EE | $2,825 | $3,264-13.4% | $3,023-6.6% | $4,752-40.5% |
| Participant deferral / active EE | $635 | $4,836-86.9% | $4,438-85.7% | $6,711-90.5% |
| Admin fee / account holder | $426 | $6,405-93.3% | $5,611-92.4% | $11,404-96.3% |