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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 | $32,934 | $96,965-66.0% | $97,995-66.4% | $147,586-77.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 13.13% | 24.11%-11.0pp | 23.94%-10.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $22,139 | $4,536+388.0% | $4,158+432.4% | $4,876+354.0% |
| Participant deferral / active EE | $335 | $5,081-93.4% | $5,097-93.4% | $5,439-93.8% |
| Admin fee / account holder | $23,246 | $8,120+186.3% | $5,943+291.1% | $10,886+113.5% |