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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 | $36,243 | $100,139-63.8% | $85,187-57.5% | $145,884-75.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 84.15%-66.7pp | 66.67%-49.2pp | 551.85%-534.4pp |
| Employer contribution / active EE | $2,571 | $3,238-20.6% | $2,732-5.9% | $4,662-44.9% |
| Participant deferral / active EE | $819 | $5,296-84.5% | $4,525-81.9% | $6,690-87.8% |
| Admin fee / account holder | $11,682 | $7,262+60.9% | $6,162+89.6% | $13,392-12.8% |