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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 | $66,287 | $124,351-46.7% | $109,188-39.3% | $167,553-60.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 42.11% | 26.04%+16.1pp | 25.76%+16.4pp | 478.89%-436.8pp |
| Employer contribution / active EE | $16,181 | $4,210+284.4% | $3,723+334.6% | $4,840+234.4% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,685 | $7,975-78.9% | $6,755-75.1% | $12,316-86.3% |