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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 | $45,662 | $100,060-54.4% | $149,721-69.5% | $70,126-34.9% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.1%-5.2pp | 69.5%+12.3pp |
| Annual return | 86.07% | 27.46%+58.6pp | 1501.67%-1415.6pp | 73.15%+12.9pp |
| Employer contribution / active EE | $1,869 | $3,661-49.0% | $5,444-65.7% | $2,343-20.2% |
| Participant deferral / active EE | $2,297 | $4,982-53.9% | $6,568-65.0% | $3,332-31.1% |
| Admin fee / account holder | $64,219 | $8,285+675.1% | $11,282+469.2% | $4,645+1282.4% |