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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 | $55,889 | $127,296-56.1% | $109,907-49.1% | $167,536-66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 28.18% | 22.97%+5.2pp | 29.46%-1.3pp | 478.82%-450.6pp |
| Employer contribution / active EE | $10,000 | $3,325+200.8% | $2,844+251.6% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,455 | $7,119-79.6% | $6,069-76.0% | $12,315-88.2% |