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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 | $13,932 | $73,421-81.0% | $66,439-79.0% | $155,188-91.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.34% | 1382.37%-1367.0pp | 757.66%-742.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,792 | $3,039-41.0% | $2,637-32.0% | $4,248-57.8% |
| Participant deferral / active EE | $469 | $4,680-90.0% | $3,876-87.9% | $6,531-92.8% |
| Admin fee / account holder | $3,278 | $8,856-63.0% | $6,173-46.9% | $14,480-77.4% |