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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 | $16,684 | $111,787-85.1% | $93,681-82.2% | $145,978-88.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.73% | 203.52%-190.8pp | 133.47%-120.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $719 | $3,093-76.7% | $2,422-70.3% | $4,662-84.6% |
| Participant deferral / active EE | $1,132 | $4,918-77.0% | $4,415-74.4% | $6,690-83.1% |
| Admin fee / account holder | $1,866 | $10,256-81.8% | $8,290-77.5% | $13,400-86.1% |