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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 | $77,897 | $124,324-37.3% | $111,303-30.0% | $167,497-53.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.70% | 37.44%-13.7pp | 54.66%-31.0pp | 478.62%-454.9pp |
| Employer contribution / active EE | $35,163 | $3,436+923.4% | $2,731+1187.4% | $4,838+626.8% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,371 | $10,620-58.8% | $7,965-45.1% | $12,310-64.5% |