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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 | $13,748 | $76,368-82.0% | $67,681-79.7% | $154,746-91.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.21% | 1066.77%-1053.6pp | 590.58%-577.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,061 | $3,151-34.6% | $2,678-23.1% | $4,379-52.9% |
| Participant deferral / active EE | $96 | $4,824-98.0% | $3,976-97.6% | $6,730-98.6% |
| Admin fee / account holder | $1,345 | $8,559-84.3% | $6,100-78.0% | $14,365-90.6% |