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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 | $45,506 | $144,130-68.4% | $117,861-61.4% | $147,586-69.2% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 18.03% | 531.20%-513.2pp | 335.11%-317.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,447 | $5,316-72.8% | $4,482-67.7% | $5,439-73.4% |
| Admin fee / account holder | $432 | $10,887-96.0% | $8,021-94.6% | $10,886-96.0% |