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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 | $84,504 | $149,778-43.6% | $118,946-29.0% | $158,966-46.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.00% | 19.95%+3.1pp | 35.89%-12.9pp | 302.95%-279.9pp |
| Employer contribution / active EE | $35,878 | $4,117+771.5% | $3,263+999.4% | $4,762+653.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $491 | $8,604-94.3% | $6,581-92.5% | $11,250-95.6% |