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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 | $35,814 | $232,540-84.6% | $185,117-80.7% | $147,586-75.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.62% | 43.03%-36.4pp | 40.50%-33.9pp | 578.59%-572.0pp |
| Employer contribution / active EE | $5,653 | $5,195+8.8% | $4,182+35.2% | $4,876+15.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $428,722 | $10,275+4072.4% | $8,159+5154.4% | $10,886+3838.4% |