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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 | $73,311 | $110,379-33.6% | $102,412-28.4% | $145,884-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.65% | 24.84%-5.2pp | 24.94%-5.3pp | 551.85%-532.2pp |
| Employer contribution / active EE | $19,139 | $4,216+353.9% | $3,870+394.6% | $4,662+310.5% |
| Participant deferral / active EE | $2 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,900 | $9,745-80.5% | $8,388-77.3% | $13,392-85.8% |