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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 | $39,863 | $115,780-65.6% | $101,255-60.6% | $158,931-74.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.67% | 56.14%-45.5pp | 46.48%-35.8pp | 302.86%-292.2pp |
| Employer contribution / active EE | $9,635 | $4,175+130.8% | $3,660+163.3% | $4,761+102.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,891 | $7,246-73.9% | $5,946-68.2% | $11,247-83.2% |