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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 | $50,649 | $106,001-52.2% | $92,235-45.1% | $147,585-65.7% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 12.20% | 50.05%-37.8pp | 176.28%-164.1pp | 578.56%-566.4pp |
| Employer contribution / active EE | $1,666 | $4,333-61.6% | $3,679-54.7% | $4,876-65.8% |
| Participant deferral / active EE | $858 | $4,478-80.8% | $3,897-78.0% | $5,439-84.2% |
| Admin fee / account holder | $1,580 | $6,332-75.1% | $5,194-69.6% | $10,885-85.5% |