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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 | $41,482 | $160,059-74.1% | $140,019-70.4% | $135,380-69.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -0.21% | 911.48%-911.7pp | 651.17%-651.4pp | 519.81%-520.0pp |
| Employer contribution / active EE | $3,083 | $6,420-52.0% | $5,605-45.0% | $4,779-35.5% |
| Participant deferral / active EE | $967 | $7,641-87.3% | $6,927-86.0% | $5,609-82.8% |
| Admin fee / account holder | $15,762 | $13,328+18.3% | $10,705+47.2% | $10,828+45.6% |