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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 | $11,278 | $49,891-77.4% | $80,607-86.0% | $75,181-85.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 20.67% | 34.67%-14.0pp | 936.11%-915.4pp | 160.69%-140.0pp |
| Employer contribution / active EE | $6,972 | $1,698+310.5% | $2,724+155.9% | $2,671+161.1% |
| Participant deferral / active EE | $15 | $2,991-99.5% | $4,448-99.7% | $4,126-99.6% |
| Admin fee / account holder | $1,613 | $3,578-54.9% | $5,379-70.0% | $5,650-71.5% |