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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 | $63,668 | $107,368-40.7% | $92,915-31.5% | $152,909-58.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.23% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $13,260 | $4,222+214.0% | $3,653+262.9% | $4,764+178.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,290 | $7,082-25.3% | $5,796-8.7% | $11,601-54.4% |