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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 | $44,011 | $51,184-14.0% | $66,439-33.8% | $86,983-49.4% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.5%+23.4pp | 69.5%+28.4pp |
| Annual return | 10.52% | 17.07%-6.6pp | 757.66%-747.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $8,438 | $2,023+317.1% | $2,637+220.0% | $2,584+226.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,288 | $4,154-69.0% | $6,173-79.1% | $7,856-83.6% |