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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 | $38,210 | $73,421-48.0% | $66,439-42.5% | $155,188-75.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 9.86% | 1382.37%-1372.5pp | 757.66%-747.8pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,024 | $3,039-66.3% | $2,637-61.2% | $4,248-75.9% |
| Participant deferral / active EE | $578 | $4,680-87.7% | $3,876-85.1% | $6,531-91.2% |
| Admin fee / account holder | $8,831 | $8,856-0.3% | $6,173+43.0% | $14,480-39.0% |