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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 | $52,023 | $154,193-66.3% | $130,045-60.0% | $139,466-62.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 32.51%-16.8pp | -137.30%+153.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,747 | $6,709-74.0% | $5,820-70.0% | $6,712-74.0% |
| Admin fee / account holder | $5,723 | $13,989-59.1% | $10,600-46.0% | $11,409-49.8% |