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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 | $17,718 | $107,030-83.4% | $73,550-75.9% | $147,586-88.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.73% | 38.25%-23.5pp | -15.16%+29.9pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,309 | $1,760+88.0% | $1,219+171.5% | $4,876-32.1% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $329 | $3,055-89.2% | $2,320-85.8% | $10,886-97.0% |