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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 | $3,180 | $72,071-95.6% | $68,368-95.3% | $137,256-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.26% | 353.14%-329.9pp | 292.57%-269.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,427 | $2,788-48.8% | $2,649-46.1% | $4,156-65.7% |
| Participant deferral / active EE | $51 | $4,410-98.8% | $4,123-98.8% | $6,407-99.2% |
| Admin fee / account holder | $532 | $5,336-90.0% | $5,150-89.7% | $12,270-95.7% |