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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 | $47,226 | $154,145-69.4% | $130,014-63.7% | $139,427-66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.14% | 32.49%-10.4pp | -137.22%+159.4pp | 373.27%-351.1pp |
| Employer contribution / active EE | $7,333 | $5,290+38.6% | $4,320+69.7% | $4,752+54.3% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $378 | $14,009-97.3% | $10,616-96.4% | $11,404-96.7% |