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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 | $49,958 | $106,280-53.0% | $96,538-48.3% | $139,487-64.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.63% | 38.48%-21.8pp | 35.74%-19.1pp | 373.84%-357.2pp |
| Employer contribution / active EE | $10,422 | $4,107+153.8% | $3,740+178.6% | $4,755+119.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,671 | $7,888-53.5% | $6,737-45.5% | $11,407-67.8% |