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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 | $49,615 | $124,346-60.1% | $111,308-55.4% | $167,536-70.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.50% | 37.45%-18.9pp | 54.67%-36.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $11,400 | $3,437+231.7% | $2,732+317.3% | $4,839+135.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $386 | $10,621-96.4% | $7,965-95.2% | $12,315-96.9% |