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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 | $66,187 | $118,869-44.3% | $96,575-31.5% | $167,518-60.5% |
| Participation rate | 95.7% | 75.5%+20.2pp | 69.8%+25.8pp | 82.1%+13.5pp |
| Annual return | 42.70% | 50.49%-7.8pp | 37.79%+4.9pp | 478.71%-436.0pp |
| Employer contribution / active EE | $522 | $3,120-83.3% | $2,357-77.9% | $4,838-89.2% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $63,681 | $8,067+689.4% | $6,182+930.1% | $12,312+417.2% |