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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 | $18,151 | $48,284-62.4% | $67,524-73.1% | $80,911-77.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.34% | 18.27%-6.9pp | 3519.41%-3508.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $1,811 | $2,021-10.4% | $2,734-33.8% | $2,756-34.3% |
| Participant deferral / active EE | $395 | $2,927-86.5% | $4,001-90.1% | $4,297-90.8% |
| Admin fee / account holder | $7,000 | $3,688+89.8% | $4,001+75.0% | $6,935+0.9% |