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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 | $93,484 | $103,393-9.6% | $87,103+7.3% | $152,909-38.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 12.06% | 28.10%-16.0pp | 28.19%-16.1pp | 345.46%-333.4pp |
| Employer contribution / active EE | $15,358 | $3,221+376.8% | $2,521+509.1% | $4,764+222.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $699 | $12,195-94.3% | $7,491-90.7% | $11,601-94.0% |