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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 | $33,394 | $155,840-78.6% | $124,694-73.2% | $167,553-80.1% |
| Participation rate | 81.8% | 81.1%+0.7pp | 74.6%+7.2pp | 82.1%-0.3pp |
| Annual return | 13.68% | 17.98%-4.3pp | 5144.82%-5131.1pp | 478.89%-465.2pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $121 | $5,675-97.9% | $4,615-97.4% | $6,343-98.1% |
| Admin fee / account holder | $3,460 | $9,536-63.7% | $7,495-53.8% | $12,316-71.9% |