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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 | $20,884 | $175,259-88.1% | $149,723-86.1% | $139,487-85.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.88% | 166.82%-148.9pp | 134.50%-116.6pp | 373.84%-356.0pp |
| Employer contribution / active EE | $1,989 | $5,478-63.7% | $4,821-58.7% | $4,755-58.2% |
| Participant deferral / active EE | $928 | $6,522-85.8% | $5,682-83.7% | $6,713-86.2% |
| Admin fee / account holder | $501 | $16,158-96.9% | $13,215-96.2% | $11,407-95.6% |