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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 | $100,557 | $117,829-14.7% | $102,423-1.8% | $145,877-31.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 10.45% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $60 | $5,732-99.0% | $5,054-98.8% | $6,691-99.1% |
| Admin fee / account holder | $48,928 | $13,335+266.9% | $9,455+417.5% | $13,402+265.1% |