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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 | $37,494 | $100,901-62.8% | $75,501-50.3% | $147,586-74.6% |
| Participation rate | 88.9% | 77.1%+11.8pp | 72.4%+16.5pp | 82.8%+6.1pp |
| Annual return | 12.23% | 35.78%-23.6pp | 27.35%-15.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $11,111 | $3,253+241.5% | $2,352+372.4% | $4,876+127.9% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $941 | $11,285-91.7% | $5,801-83.8% | $10,886-91.4% |