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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 | $25,190 | $50,554-50.2% | $67,681-62.8% | $87,485-71.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.81% | 17.81%-6.0pp | 590.58%-578.8pp | 26.06%-14.2pp |
| Employer contribution / active EE | $2,075 | $1,988+4.3% | $2,678-22.5% | $2,596-20.1% |
| Participant deferral / active EE | $910 | $2,961-69.3% | $3,976-77.1% | $4,274-78.7% |
| Admin fee / account holder | $1,017 | $4,132-75.4% | $6,100-83.3% | $7,775-86.9% |