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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 | $33,606 | $166,131-79.8% | $164,975-79.6% | $145,877-77.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.15% | 100.37%-85.2pp | 70.12%-55.0pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,620 | $6,962-76.7% | $6,033-73.1% | $6,691-75.8% |
| Admin fee / account holder | $2,659 | $16,648-84.0% | $12,688-79.0% | $13,402-80.2% |