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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 | $34,405 | $84,708-59.4% | $75,714-54.6% | $167,536-79.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 17.96% | 199.62%-181.7pp | 104.62%-86.7pp | 478.82%-460.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $655 | $4,577-85.7% | $3,820-82.9% | $6,342-89.7% |
| Admin fee / account holder | $665 | $5,358-87.6% | $3,619-81.6% | $12,315-94.6% |