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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 | $61,310 | $78,672-22.1% | $109,163-43.8% | $85,856-28.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.84% | 25.09%-8.3pp | 25.75%-8.9pp | 318.58%-301.7pp |
| Employer contribution / active EE | $11,167 | $2,734+308.5% | $3,723+200.0% | $2,565+335.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,281 | $5,470+69.7% | $6,754+37.4% | $6,261+48.2% |