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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 | $201,344-61.0% | $184,243-57.3% | $145,877-46.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.51% | 29.01%-11.5pp | 28.82%-11.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,256 | $7,022-53.6% | $6,427-49.3% | $4,663-30.2% |
| Participant deferral / active EE | $2,700 | $9,807-72.5% | $9,132-70.4% | $6,691-59.6% |
| Admin fee / account holder | $650,926 | $16,382+3873.5% | $13,914+4578.3% | $13,402+4756.9% |