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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 | $40,767 | $103,008-60.4% | $90,304-54.9% | $152,897-73.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.52% | 95.22%-84.7pp | 78.13%-67.6pp | 345.43%-334.9pp |
| Employer contribution / active EE | $5,703 | $3,139+81.7% | $2,855+99.8% | $4,764+19.7% |
| Participant deferral / active EE | $363 | $4,281-91.5% | $3,885-90.7% | $5,851-93.8% |
| Admin fee / account holder | $11,653 | $6,175+88.7% | $5,354+117.7% | $11,599+0.5% |