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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 | $26,655 | $102,382-74.0% | $147,005-81.9% | $80,874-67.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.66% | 134.89%-113.2pp | 418.76%-397.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $1,142 | $3,715-69.3% | $4,934-76.9% | $2,756-58.6% |
| Participant deferral / active EE | $1,381 | $6,646-79.2% | $8,070-82.9% | $4,297-67.9% |
| Admin fee / account holder | $626 | $7,942-92.1% | $13,006-95.2% | $6,935-91.0% |