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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 | $47,924 | $68,097-29.6% | $62,929-23.8% | $137,256-65.1% |
| Participation rate | 81.0% | 77.4%+3.5pp | 73.1%+7.8pp | 80.0%+1.0pp |
| Annual return | 14.15% | 1859.11%-1845.0pp | 1063.93%-1049.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $748 | $4,553-83.6% | $3,888-80.8% | $6,407-88.3% |
| Admin fee / account holder | $3,159 | $6,521-51.6% | $5,065-37.6% | $12,270-74.3% |