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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 | $37,635 | $124,351-69.7% | $109,188-65.5% | $167,553-77.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.37% | 26.04%-11.7pp | 25.76%-11.4pp | 478.89%-464.5pp |
| Employer contribution / active EE | $10,139 | $4,210+140.8% | $3,723+172.3% | $4,840+109.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $310 | $7,975-96.1% | $6,755-95.4% | $12,316-97.5% |