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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 | $38,817 | $58,241-33.4% | $81,780-52.5% | $80,911-52.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.65% | 41.73%-29.1pp | 776.27%-763.6pp | 35.63%-23.0pp |
| Employer contribution / active EE | $4,604 | $2,343+96.5% | $2,914+58.0% | $2,756+67.1% |
| Participant deferral / active EE | $78 | $3,283-97.6% | $4,321-98.2% | $4,297-98.2% |
| Admin fee / account holder | $777 | $4,973-84.4% | $7,384-89.5% | $6,935-88.8% |