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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 | $94,060 | $125,193-24.9% | $105,591-10.9% | $145,978-35.6% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 8.33% | 225.53%-217.2pp | 116.43%-108.1pp | 550.52%-542.2pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $641 | $5,708-88.8% | $5,008-87.2% | $6,690-90.4% |
| Admin fee / account holder | $4,465 | $17,277-74.2% | $11,024-59.5% | $13,400-66.7% |