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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 | $14,489 | $96,691-85.0% | $86,656-83.3% | $139,487-89.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.88% | 106.87%-91.0pp | 593.09%-577.2pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,561 | $3,267-52.2% | $3,025-48.4% | $4,755-67.2% |
| Participant deferral / active EE | $329 | $4,838-93.2% | $4,439-92.6% | $6,713-95.1% |
| Admin fee / account holder | $971 | $6,414-84.9% | $5,619-82.7% | $11,407-91.5% |