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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 | $52,729 | $106,267-50.4% | $96,520-45.4% | $139,456-62.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.96% | 38.45%-17.5pp | 35.72%-14.8pp | 373.45%-352.5pp |
| Employer contribution / active EE | $10,154 | $4,105+147.4% | $3,739+171.6% | $4,753+113.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,513 | $7,882-68.1% | $6,733-62.7% | $11,407-78.0% |