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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 | $46,563 | $96,419-51.7% | $80,648-42.3% | $139,487-66.6% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 22.39% | 1352.86%-1330.5pp | 937.21%-914.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $443 | $3,261-86.4% | $2,724-83.8% | $4,755-90.7% |
| Participant deferral / active EE | $653 | $5,225-87.5% | $4,443-85.3% | $6,713-90.3% |
| Admin fee / account holder | $1,455 | $6,605-78.0% | $5,382-73.0% | $11,407-87.2% |