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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 | $28,185 | $108,701-74.1% | $74,723-62.3% | $152,909-81.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 2.37% | 114.12%-111.7pp | 753.18%-750.8pp | 345.46%-343.1pp |
| Employer contribution / active EE | $2,218 | $1,504+47.5% | $1,084+104.6% | $4,764-53.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,079 | $4,906-57.6% | $3,335-37.6% | $11,601-82.1% |