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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 | $111,785-66.9% | $93,669-60.5% | $145,877-74.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 203.79%-194.4pp | 133.59%-124.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,885 | $3,096-39.1% | $2,424-22.2% | $4,663-59.6% |
| Participant deferral / active EE | $871 | $4,919-82.3% | $4,416-80.3% | $6,691-87.0% |
| Admin fee / account holder | $11,250 | $10,256+9.7% | $8,291+35.7% | $13,402-16.1% |