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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 | $32,881 | $100,139-67.2% | $85,187-61.4% | $145,884-77.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 16.79% | 84.15%-67.4pp | 66.67%-49.9pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,854 | $3,238-11.8% | $2,732+4.5% | $4,662-38.8% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $24,887 | $7,262+242.7% | $6,162+303.9% | $13,392+85.8% |