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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 | $30,652 | $78,682-61.0% | $109,188-71.9% | $85,851-64.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.62% | 25.09%-11.5pp | 25.76%-12.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $12,994 | $2,734+375.3% | $3,723+249.0% | $2,565+406.5% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,309 | $5,470+33.6% | $6,755+8.2% | $6,261+16.7% |