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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 | $59,450 | $102,638-42.1% | $81,982-27.5% | $158,982-62.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.60% | 61.05%-50.5pp | 41.31%-30.7pp | 302.99%-292.4pp |
| Employer contribution / active EE | $5,040 | $3,241+55.5% | $2,498+101.7% | $4,763+5.8% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $333 | $8,237-96.0% | $5,665-94.1% | $11,252-97.0% |