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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 | $29,686 | $166,268-82.1% | $165,100-82.0% | $145,897-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.52% | 100.52%-85.0pp | 70.21%-54.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $7,143 | $5,284+35.2% | $4,348+64.3% | $4,663+53.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,094 | $16,659-93.4% | $12,696-91.4% | $13,390-91.8% |