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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 | $130,548 | $147,586-11.5% | $1,220,465-89.3% | $147,586-11.5% |
| Participation rate | 88.9% | 82.8%+6.1pp | 94.4%-5.6pp | 82.8%+6.1pp |
| Annual return | 11.93% | 578.59%-566.7pp | 15.63%-3.7pp | 578.59%-566.7pp |
| Employer contribution / active EE | $16,145 | $4,876+231.1% | $9,772+65.2% | $4,876+231.1% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $0 | $5,439-100.0% |
| Admin fee / account holder | $66,633 | $10,886+512.1% | $52,472+27.0% | $10,886+512.1% |