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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 | $58,509 | $98,240-40.4% | $82,312-28.9% | $147,586-60.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.34% | 30.85%-18.5pp | 25.88%-13.5pp | 578.59%-566.3pp |
| Employer contribution / active EE | $17,563 | $3,192+450.3% | $2,428+623.2% | $4,876+260.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $555 | $8,563-93.5% | $5,608-90.1% | $10,886-94.9% |