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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 | $59,173 | $755,339-92.2% | $379,746-84.4% | $158,966-62.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 20.85% | 53.41%-32.6pp | 34.90%-14.1pp | 302.95%-282.1pp |
| Employer contribution / active EE | $36,954 | $4,685+688.7% | $3,540+944.0% | $4,762+675.9% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,182 | $14,482-84.9% | $7,927-72.5% | $11,250-80.6% |