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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 | $48,881 | $112,935-56.7% | $90,970-46.3% | $158,966-69.3% |
| Participation rate | 95.5% | 74.7%+20.7pp | 69.0%+26.4pp | 82.0%+13.5pp |
| Annual return | 7.28% | 215.79%-208.5pp | 134.58%-127.3pp | 302.95%-295.7pp |
| Employer contribution / active EE | $2,012 | $2,895-30.5% | $2,122-5.2% | $4,762-57.8% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,591 | $8,045-55.4% | $5,960-39.8% | $11,250-68.1% |