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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 | $28,775 | $157,276-81.7% | $141,177-79.6% | $152,885-81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.05% | 64.33%-47.3pp | 71.40%-54.4pp | 345.39%-328.3pp |
| Employer contribution / active EE | $10,240 | $5,262+94.6% | $4,736+116.2% | $4,763+115.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $623 | $12,123-94.9% | $10,263-93.9% | $11,598-94.6% |