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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 | $87,060 | $77,416+12.5% | $69,464+25.3% | $152,897-43.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.97% | 39.08%-14.1pp | 28.98%-4.0pp | 345.43%-320.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $600 | $4,413-86.4% | $3,536-83.0% | $5,851-89.7% |
| Admin fee / account holder | $3,751 | $6,208-39.6% | $3,840-2.3% | $11,599-67.7% |