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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 | $26,810 | $93,346-71.3% | $71,796-62.7% | $273,972-90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.99% | 130.39%-124.4pp | 78.04%-72.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,250 | $2,733-54.3% | $1,924-35.0% | $4,869-74.3% |
| Participant deferral / active EE | $100 | $3,475-97.1% | $2,794-96.4% | $5,287-98.1% |
| Admin fee / account holder | $2,074 | $6,571-68.4% | $4,815-56.9% | $10,133-79.5% |