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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 | $56,730 | $78,694-27.9% | $67,652-16.1% | $125,389-54.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 14.15% | 9.46%+4.7pp | 6625.40%-6611.2pp | 282.24%-268.1pp |
| Employer contribution / active EE | $9,461 | $3,044+210.8% | $2,266+317.6% | $4,866+94.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $943 | $7,403-87.3% | $4,821-80.4% | $9,541-90.1% |