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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 | $68,436 | $104,709-34.6% | $85,705-20.1% | $167,553-59.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.64% | 21.45%-8.8pp | 21.49%-8.9pp | 478.89%-466.3pp |
| Employer contribution / active EE | $5,422 | $3,338+62.4% | $2,619+107.0% | $4,840+12.0% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $884 | $10,036-91.2% | $6,877-87.1% | $12,316-92.8% |