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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 | $76,368-81.8% | $67,681-79.4% | $154,746-91.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.34% | 1066.77%-1051.4pp | 590.58%-575.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,792 | $3,151-43.1% | $2,678-33.1% | $4,379-59.1% |
| Participant deferral / active EE | $469 | $4,824-90.3% | $3,976-88.2% | $6,730-93.0% |
| Admin fee / account holder | $3,278 | $8,559-61.7% | $6,100-46.3% | $14,365-77.2% |