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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 | $15,434 | $100,203-84.6% | $85,240-81.9% | $145,897-89.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 25.06% | 84.28%-59.2pp | 66.75%-41.7pp | 552.29%-527.2pp |
| Employer contribution / active EE | $5,418 | $3,242+67.1% | $2,735+98.1% | $4,663+16.2% |
| Participant deferral / active EE | $253 | $5,299-95.2% | $4,527-94.4% | $6,689-96.2% |
| Admin fee / account holder | $2,712 | $7,265-62.7% | $6,165-56.0% | $13,390-79.7% |