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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 | $44,011 | $55,457-20.6% | $77,361-43.1% | $94,015-53.2% |
| Participation rate | 97.9% | 69.8%+28.1pp | 75.0%+22.9pp | 70.8%+27.1pp |
| Annual return | 10.52% | 15.57%-5.0pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $8,438 | $2,255+274.2% | $2,990+182.2% | $2,790+202.4% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,288 | $4,334-70.3% | $5,894-78.1% | $8,951-85.6% |