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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 | $90,104 | $152,612-41.0% | $125,192-28.0% | $152,897-41.1% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.5%+12.8pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $303 | $5,868-94.8% | $4,937-93.9% | $5,851-94.8% |
| Admin fee / account holder | $3,353 | $13,437-75.0% | $9,704-65.5% | $11,599-71.1% |