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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 | $44,432 | $85,790-48.2% | $67,313-34.0% | $135,379-67.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 10.30% | -0.54%+10.8pp | -4.08%+14.4pp | 519.79%-509.5pp |
| Employer contribution / active EE | $11,067 | $3,487+217.4% | $2,566+331.4% | $4,779+131.6% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,184 | $6,392-65.8% | $4,507-51.5% | $10,828-79.8% |