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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 | $33,657 | $102,429-67.1% | $147,096-77.1% | $80,925-58.4% |
| Participation rate | 82.6% | 75.9%+6.7pp | 82.2%+0.4pp | 67.7%+15.0pp |
| Annual return | 12.47% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,623 | $6,649-75.6% | $8,071-79.9% | $4,299-62.2% |
| Admin fee / account holder | $530 | $7,957-93.3% | $13,005-95.9% | $6,940-92.4% |