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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 | $56,231 | $117,895-52.3% | $102,460-45.1% | $145,897-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.45% | 31.92%-18.5pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,542 | $3,619-57.4% | $3,025-49.0% | $4,663-66.9% |
| Participant deferral / active EE | $610 | $5,736-89.4% | $5,056-87.9% | $6,689-90.9% |
| Admin fee / account holder | $40,348 | $13,353+202.2% | $9,460+326.5% | $13,390+201.3% |