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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 | $16,553 | $85,171-80.6% | $172,753-90.4% | $72,976-77.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.45% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $1,710 | $3,324-48.6% | $5,144-66.8% | $2,440-29.9% |
| Participant deferral / active EE | $556 | $3,260-82.9% | $5,198-89.3% | $3,608-84.6% |
| Admin fee / account holder | $585 | $5,880-90.0% | $13,956-95.8% | $5,124-88.6% |