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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 | $71,571 | $105,856-32.4% | $90,161-20.6% | $147,586-51.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.35% | 37.63%-21.3pp | 34.89%-18.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $6,755 | $4,126+63.7% | $3,318+103.6% | $4,876+38.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,420 | $8,046-57.5% | $5,943-42.4% | $10,886-68.6% |