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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 | $49,961 | $112,935-55.8% | $90,970-45.1% | $158,966-68.6% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 10.35% | 215.79%-205.4pp | 134.58%-124.2pp | 302.95%-292.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $69 | $4,129-98.3% | $3,373-98.0% | $5,983-98.9% |
| Admin fee / account holder | $1,131 | $8,045-85.9% | $5,960-81.0% | $11,250-89.9% |