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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 | $12,469 | $100,938-87.6% | $90,461-86.2% | $158,982-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.01% | 1727.20%-1716.2pp | 1294.76%-1283.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $2,501 | $3,691-32.2% | $3,264-23.4% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,971 | $6,510+7.1% | $5,617+24.1% | $11,252-38.0% |