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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 | $48,859 | $165,939-70.6% | $122,354-60.1% | $147,586-66.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.34% | 34.56%-18.2pp | 30.28%-13.9pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | -$3,197 | $4,005-179.8% | $3,287-197.2% | $5,439-158.8% |
| Admin fee / account holder | $977 | $7,425-86.8% | $5,479-82.2% | $10,886-91.0% |