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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 | $118,875-62.3% | $96,572-53.6% | $167,553-73.2% |
| Participation rate | 88.2% | 75.5%+12.7pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 20.78% | 50.50%-29.7pp | 37.79%-17.0pp | 478.89%-458.1pp |
| Employer contribution / active EE | $1,176 | $3,121-62.3% | $2,357-50.1% | $4,840-75.7% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,359 | $8,070-83.2% | $6,183-78.0% | $12,316-89.0% |