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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 | $102,856 | $165,939-38.0% | $122,354-15.9% | $147,586-30.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.58% | 34.56%-22.0pp | 30.28%-17.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $13,520 | $5,754+135.0% | $4,051+233.7% | $4,876+177.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $47,582 | $7,425+540.9% | $5,479+768.5% | $10,886+337.1% |