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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 | $100,073-67.1% | $85,126-61.4% | $145,877-77.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 16.79% | 84.11%-67.3pp | 66.63%-49.8pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,854 | $3,236-11.8% | $2,731+4.5% | $4,663-38.8% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,887 | $7,261+242.7% | $6,160+304.0% | $13,402+85.7% |