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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 | $62,974 | $106,280-40.7% | $96,538-34.8% | $139,487-54.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.42% | 38.48%-24.1pp | 35.74%-21.3pp | 373.84%-359.4pp |
| Employer contribution / active EE | $23,654 | $4,107+475.9% | $3,740+532.4% | $4,755+397.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $612 | $7,888-92.2% | $6,737-90.9% | $11,407-94.6% |