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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 | $27,995 | $68,852-59.3% | $120,524-76.8% | $80,925-65.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 88.52% | 23.67%+64.9pp | 107.36%-18.8pp | 35.65%+52.9pp |
| Employer contribution / active EE | $1,230 | $2,063-40.4% | $3,469-64.5% | $2,756-55.4% |
| Participant deferral / active EE | $605 | $3,187-81.0% | $4,994-87.9% | $4,299-85.9% |
| Admin fee / account holder | $80,283 | $5,781+1288.8% | $9,440+750.5% | $6,940+1056.8% |