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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 | $59,432 | $70,435-15.6% | $96,575-38.5% | $85,856-30.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.08% | 18.59%-6.5pp | 37.79%-25.7pp | 318.58%-306.5pp |
| Employer contribution / active EE | $4,568 | $1,413+223.3% | $2,357+93.8% | $2,565+78.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,441 | $4,997-71.2% | $6,182-76.7% | $6,261-77.0% |