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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 | $15,431 | $69,248-77.7% | $64,101-75.9% | $139,466-88.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.61% | 45.95%-33.3pp | 33.72%-21.1pp | 373.66%-361.1pp |
| Employer contribution / active EE | $2,396 | $3,185-24.8% | $2,749-12.8% | $4,754-49.6% |
| Participant deferral / active EE | $329 | $4,682-93.0% | $3,881-91.5% | $6,712-95.1% |
| Admin fee / account holder | $2,559 | $4,247-39.8% | $3,070-16.7% | $11,409-77.6% |