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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 | $20,768 | $60,139-65.5% | $90,461-77.0% | $79,856-74.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.41% | 71.96%-57.6pp | 1294.76%-1280.4pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,750 | $2,069-15.4% | $3,264-46.4% | $2,471-29.2% |
| Participant deferral / active EE | $392 | $2,939-86.7% | $3,964-90.1% | $3,741-89.5% |
| Admin fee / account holder | $842 | $3,978-78.8% | $5,617-85.0% | $5,306-84.1% |