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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 | $36,460 | $117,895-69.1% | $102,460-64.4% | $145,897-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 31.92%-20.3pp | 29.47%-17.8pp | 552.29%-540.7pp |
| Employer contribution / active EE | $22,917 | $3,619+533.3% | $3,025+657.6% | $4,663+391.5% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,099 | $13,353+20.6% | $9,460+70.2% | $13,390+20.2% |