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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 | $27,103 | $127,779-78.8% | $106,551-74.6% | $167,518-83.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 58.38% | 33.87%+24.5pp | 26.80%+31.6pp | 478.71%-420.3pp |
| Employer contribution / active EE | $16,643 | $3,427+385.6% | $2,819+490.4% | $4,838+244.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,064 | $11,228-54.9% | $7,408-31.6% | $12,312-58.9% |