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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 | $55,950 | $77,416-27.7% | $69,464-19.5% | $152,897-63.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 8.46% | 39.08%-30.6pp | 28.98%-20.5pp | 345.43%-337.0pp |
| Employer contribution / active EE | $5,737 | $3,315+73.1% | $2,779+106.4% | $4,764+20.4% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57,283 | $6,208+822.8% | $3,840+1391.6% | $11,599+393.8% |