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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 | $86,364 | $118,875-27.3% | $96,572-10.6% | $167,553-48.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.27% | 50.50%-41.2pp | 37.79%-28.5pp | 478.89%-469.6pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $768 | $4,617-83.4% | $3,850-80.0% | $6,343-87.9% |
| Admin fee / account holder | $2,396 | $8,070-70.3% | $6,183-61.2% | $12,316-80.5% |