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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 | $36,905 | $100,262-63.2% | $81,370-54.6% | $145,897-74.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.58% | 34.52%-11.9pp | 24.85%-2.3pp | 552.29%-529.7pp |
| Employer contribution / active EE | $7,259 | $2,979+143.7% | $2,464+194.6% | $4,663+55.7% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $820 | $8,163-90.0% | $5,749-85.7% | $13,390-93.9% |