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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 | $20,797 | $117,426-82.3% | $99,470-79.1% | $152,885-86.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 13.74% | 31.87%-18.1pp | 30.72%-17.0pp | 345.39%-331.6pp |
| Employer contribution / active EE | $13,371 | $3,014+343.7% | $2,540+426.4% | $4,763+180.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,801 | $7,634+133.2% | $6,252+184.7% | $11,598+53.5% |