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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 | $65,353 | $114,130-42.7% | $96,192-32.1% | $167,553-61.0% |
| Participation rate | 84.6% | 75.1%+9.6pp | 68.4%+16.2pp | 82.1%+2.5pp |
| Annual return | 13.07% | 190.07%-177.0pp | 192.09%-179.0pp | 478.89%-465.8pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $479 | $5,198-90.8% | $4,351-89.0% | $6,343-92.4% |
| Admin fee / account holder | $24,193 | $6,901+250.6% | $5,539+336.7% | $12,316+96.4% |