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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 | $44,843 | $118,854-62.3% | $96,565-53.6% | $167,497-73.2% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 20.78% | 50.49%-29.7pp | 37.78%-17.0pp | 478.62%-457.8pp |
| Employer contribution / active EE | $1,176 | $3,119-62.3% | $2,356-50.1% | $4,838-75.7% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,359 | $8,065-83.1% | $6,181-78.0% | $12,310-89.0% |