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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 | $68,097-79.5% | $62,929-77.9% | $137,256-89.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.34% | 1859.11%-1843.8pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,792 | $2,811-36.2% | $2,505-28.4% | $4,156-56.9% |
| Participant deferral / active EE | $469 | $4,553-89.7% | $3,888-87.9% | $6,407-92.7% |
| Admin fee / account holder | $3,278 | $6,521-49.7% | $5,065-35.3% | $12,270-73.3% |