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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 | $14,956 | $111,830-86.6% | $93,696-84.0% | $145,884-89.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.59% | 204.08%-189.5pp | 133.74%-119.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $746 | $3,093-75.9% | $2,422-69.2% | $4,662-84.0% |
| Participant deferral / active EE | $746 | $4,920-84.8% | $4,417-83.1% | $6,690-88.8% |
| Admin fee / account holder | $632 | $10,249-93.8% | $8,287-92.4% | $13,392-95.3% |