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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 | $27,437 | $68,097-59.7% | $62,929-56.4% | $137,256-80.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.35% | 1859.11%-1847.8pp | 1063.93%-1052.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,936 | $2,811-31.1% | $2,505-22.7% | $4,156-53.4% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,768 | $6,521-72.9% | $5,065-65.1% | $12,270-85.6% |