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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 | $48,995 | $99,079-50.5% | $78,002-37.2% | $273,972-82.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 4.58% | 217.93%-213.3pp | 425.99%-421.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $544 | $3,308-83.5% | $2,470-78.0% | $4,869-88.8% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,280 | $8,954-63.4% | $5,481-40.2% | $10,133-67.6% |