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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 | $16,919 | $125,778-86.5% | $114,563-85.2% | $154,746-89.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 9.76% | 295.14%-285.4pp | 241.09%-231.3pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,364 | $2,806-51.4% | $2,592-47.4% | $4,379-68.9% |
| Participant deferral / active EE | $14 | $4,445-99.7% | $4,142-99.7% | $6,730-99.8% |
| Admin fee / account holder | $2,791 | $8,190-65.9% | $7,623-63.4% | $14,365-80.6% |