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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 | $68,880-59.4% | $120,580-76.8% | $80,959-65.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 88.52% | 23.68%+64.8pp | 107.48%-19.0pp | 35.67%+52.9pp |
| Employer contribution / active EE | $1,230 | $2,066-40.5% | $3,469-64.5% | $2,757-55.4% |
| Participant deferral / active EE | $605 | $3,191-81.0% | $4,995-87.9% | $4,300-85.9% |
| Admin fee / account holder | $80,283 | $5,785+1287.8% | $9,418+752.4% | $6,925+1059.3% |