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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 | $41,131 | $105,960-61.2% | $81,726-49.7% | $158,982-74.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.78% | 38.19%-20.4pp | 29.49%-11.7pp | 302.99%-285.2pp |
| Employer contribution / active EE | $5,399 | $7,805-30.8% | $4,311+25.2% | $4,763+13.4% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $323 | $8,494-96.2% | $5,160-93.7% | $11,252-97.1% |