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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 | $36,996 | $111,814-66.9% | $93,654-60.5% | $145,959-74.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 203.30%-194.0pp | 133.34%-124.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,885 | $3,092-39.0% | $2,421-22.1% | $4,661-59.6% |
| Participant deferral / active EE | $871 | $4,914-82.3% | $4,413-80.3% | $6,689-87.0% |
| Admin fee / account holder | $11,250 | $10,246+9.8% | $8,282+35.8% | $13,398-16.0% |