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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 | $60,994 | $108,911-44.0% | $100,392-39.2% | $145,884-58.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.78% | 58.23%-31.4pp | 49.45%-22.7pp | 551.85%-525.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $600 | $8,459-92.9% | $8,090-92.6% | $6,690-91.0% |
| Admin fee / account holder | $15,480 | $9,698+59.6% | $7,904+95.9% | $13,392+15.6% |