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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 | $22,598 | $103,038-78.1% | $90,324-75.0% | $152,909-85.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.11% | 95.25%-81.1pp | 78.15%-64.0pp | 345.46%-331.4pp |
| Employer contribution / active EE | $2,759 | $3,141-12.1% | $2,856-3.4% | $4,764-42.1% |
| Participant deferral / active EE | $140 | $4,282-96.7% | $3,885-96.4% | $5,851-97.6% |
| Admin fee / account holder | $3,055 | $6,177-50.5% | $5,356-43.0% | $11,601-73.7% |