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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 | $117,895-14.7% | $102,460-1.9% | $145,897-31.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 10.45% | 31.92%-21.5pp | 29.47%-19.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $60 | $5,736-99.0% | $5,056-98.8% | $6,689-99.1% |
| Admin fee / account holder | $48,928 | $13,353+266.4% | $9,460+417.2% | $13,390+265.4% |