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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 | $26,059 | $118,875-78.1% | $96,572-73.0% | $167,553-84.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.25% | 50.50%-38.3pp | 37.79%-25.5pp | 478.89%-466.6pp |
| Employer contribution / active EE | $3,464 | $3,121+11.0% | $2,357+46.9% | $4,840-28.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,410 | $8,070-70.1% | $6,183-61.0% | $12,316-80.4% |