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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 | $18,952 | $60,128-68.5% | $90,440-79.0% | $79,852-76.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.57% | 71.95%-58.4pp | 1294.38%-1280.8pp | 31.72%-18.1pp |
| Employer contribution / active EE | $860 | $2,068-58.4% | $3,263-73.6% | $2,471-65.2% |
| Participant deferral / active EE | $250 | $2,939-91.5% | $3,964-93.7% | $3,740-93.3% |
| Admin fee / account holder | $460 | $3,977-88.4% | $5,615-91.8% | $5,306-91.3% |