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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 | $78,583 | $201,370-61.0% | $184,256-57.4% | $145,897-46.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.51% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,256 | $7,024-53.6% | $6,427-49.3% | $4,663-30.2% |
| Participant deferral / active EE | $2,700 | $9,808-72.5% | $9,133-70.4% | $6,689-59.6% |
| Admin fee / account holder | $650,926 | $16,364+3877.8% | $13,899+4583.1% | $13,390+4761.1% |