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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 | $76,047 | $106,923-28.9% | $84,023-9.5% | $152,909-50.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.33% | 105.02%-86.7pp | 71.32%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $751 | $4,013-81.3% | $3,239-76.8% | $5,851-87.2% |
| Admin fee / account holder | $5,185 | $8,289-37.4% | $6,102-15.0% | $11,601-55.3% |