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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 | $16,720 | $110,039-84.8% | $97,260-82.8% | $145,884-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.79% | 244.44%-221.7pp | 75.54%-52.7pp | 551.85%-529.1pp |
| Employer contribution / active EE | $2,248 | $3,074-26.9% | $2,721-17.4% | $4,662-51.8% |
| Participant deferral / active EE | $583 | $4,674-87.5% | $4,262-86.3% | $6,690-91.3% |
| Admin fee / account holder | $369 | $6,204-94.1% | $5,640-93.5% | $13,392-97.2% |