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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 | $14,823 | $84,708-82.5% | $75,714-80.4% | $167,536-91.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.01% | 199.62%-189.6pp | 104.62%-94.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $4,780 | $3,231+47.9% | $2,744+74.2% | $4,839-1.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $473 | $5,358-91.2% | $3,619-86.9% | $12,315-96.2% |