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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 | $28,366 | $85,171-66.7% | $172,752-83.6% | $72,975-61.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.38% | 27.32%-8.9pp | 802.97%-784.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $4,397 | $3,324+32.3% | $5,144-14.5% | $2,440+80.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $629 | $5,880-89.3% | $13,955-95.5% | $5,124-87.7% |