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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 | $42,417 | $110,410-61.6% | $102,437-58.6% | $145,897-70.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 17.35% | 24.85%-7.5pp | 24.95%-7.6pp | 552.29%-534.9pp |
| Employer contribution / active EE | $27,911 | $4,217+561.8% | $3,871+621.1% | $4,663+498.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,829 | $9,745-60.7% | $8,388-54.4% | $13,390-71.4% |