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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 | $25,883 | $72,177-64.1% | $115,038-77.5% | $59,633-56.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.56% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,080 | $2,841-26.8% | $4,608-54.9% | $2,203-5.6% |
| Participant deferral / active EE | $1,844 | $4,783-61.5% | $6,026-69.4% | $3,192-42.2% |
| Admin fee / account holder | $20,097 | $4,927+307.9% | $8,175+145.8% | $4,297+367.7% |