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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 | $23,185 | $106,008-78.1% | $92,240-74.9% | $147,586-84.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.31% | 50.05%-36.7pp | 176.29%-163.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,252 | $4,333-48.0% | $3,680-38.8% | $4,876-53.8% |
| Participant deferral / active EE | $663 | $4,478-85.2% | $3,897-83.0% | $5,439-87.8% |
| Admin fee / account holder | $11,453 | $6,333+80.8% | $5,194+120.5% | $10,886+5.2% |