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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 | $39,089 | $81,664-52.1% | $70,476-44.5% | $158,966-75.4% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 8.46% | 208.59%-200.1pp | 109.12%-100.7pp | 302.95%-294.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $25 | $4,556-99.4% | $3,710-99.3% | $5,983-99.6% |
| Admin fee / account holder | $36,475 | $6,197+488.6% | $3,847+848.2% | $11,250+224.2% |