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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 | $138,303 | $110,093+25.6% | $97,295+42.1% | $145,897-5.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.94% | 244.76%-236.8pp | 75.62%-67.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $133 | $4,678-97.1% | $4,264-96.9% | $6,689-98.0% |
| Admin fee / account holder | $9,572 | $6,212+54.1% | $5,646+69.5% | $13,390-28.5% |