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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 | $24,623 | $124,351-80.2% | $109,188-77.4% | $167,553-85.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.43% | 26.04%-12.6pp | 25.76%-12.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $13,957 | $4,210+231.5% | $3,723+274.9% | $4,840+188.4% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $83,964 | $7,975+952.8% | $6,755+1142.9% | $12,316+581.7% |