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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 | $40,397 | $152,619-73.5% | $125,195-67.7% | $152,909-73.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.46% | 54.85%-27.4pp | 43.79%-16.3pp | 345.46%-318.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,565 | $5,869-73.3% | $4,937-68.3% | $5,851-73.2% |
| Admin fee / account holder | $9,943 | $13,437-26.0% | $9,704+2.5% | $11,601-14.3% |