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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 | $49,862 | $81,262-38.6% | $155,602-68.0% | $80,911-38.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 147.24% | 33.34%+113.9pp | 64.81%+82.4pp | 35.63%+111.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $408 | $3,451-88.2% | $5,629-92.8% | $4,297-90.5% |
| Admin fee / account holder | $4,741 | $7,992-40.7% | $15,923-70.2% | $6,935-31.6% |