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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 | $37,029 | $72,396-48.9% | $67,511-45.2% | $145,959-74.6% |
| Participation rate | 76.9% | 76.9%+0.1pp | 72.9%+4.0pp | 80.3%-3.4pp |
| Annual return | 26.87% | 7194.07%-7167.2pp | 3517.41%-3490.5pp | 561.95%-535.1pp |
| Employer contribution / active EE | $1,074 | $3,071-65.0% | $2,733-60.7% | $4,661-77.0% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,431 | $5,538-74.2% | $3,999-64.2% | $13,398-89.3% |