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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 | $28,443 | $100,895-71.8% | $90,430-68.5% | $158,950-82.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 7.27% | 1725.54%-1718.3pp | 1293.73%-1286.5pp | 302.91%-295.6pp |
| Employer contribution / active EE | $2,457 | $3,689-33.4% | $3,262-24.7% | $4,762-48.4% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,172 | $6,505+394.6% | $5,613+473.1% | $11,248+186.0% |