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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 | $79,637 | $124,346-36.0% | $111,306-28.5% | $167,553-52.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.88% | 37.46%-21.6pp | 54.67%-38.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $11,806 | $3,438+243.4% | $2,732+332.1% | $4,840+143.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,712 | $10,623+38.5% | $7,966+84.7% | $12,316+19.4% |