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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 | $79,132 | $70,430+12.4% | $96,572-18.1% | $85,851-7.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 25.58% | 18.58%+7.0pp | 37.79%-12.2pp | 318.63%-293.1pp |
| Employer contribution / active EE | $20,896 | $1,413+1378.5% | $2,357+786.4% | $2,565+714.5% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $960 | $4,996-80.8% | $6,183-84.5% | $6,261-84.7% |