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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 | $52,522 | $63,342-17.1% | $92,235-43.1% | $70,131-25.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.00% | 530.15%-511.2pp | 176.28%-157.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,852 | $2,471-25.1% | $3,679-49.7% | $2,342-20.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,423 | $3,840-10.9% | $5,194-34.1% | $4,645-26.3% |