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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 | $37,696 | $124,346-69.7% | $111,308-66.1% | $167,536-77.5% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 11.13% | 37.45%-26.3pp | 54.67%-43.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $10,526 | $3,437+206.2% | $2,732+285.3% | $4,839+117.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $687 | $10,621-93.5% | $7,965-91.4% | $12,315-94.4% |