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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 | $24,980 | $148,623-83.2% | $135,974-81.6% | $139,466-82.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.08% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,579 | $5,246-69.9% | $4,859-67.5% | $4,754-66.8% |
| Participant deferral / active EE | $129 | $8,103-98.4% | $7,760-98.3% | $6,712-98.1% |
| Admin fee / account holder | $3,249 | $12,406-73.8% | $10,767-69.8% | $11,409-71.5% |