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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 | $38,803 | $106,008-63.4% | $92,240-57.9% | $147,586-73.7% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 14.97% | 50.05%-35.1pp | 176.29%-161.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,012 | $4,333-76.6% | $3,680-72.5% | $4,876-79.2% |
| Participant deferral / active EE | $590 | $4,478-86.8% | $3,897-84.9% | $5,439-89.2% |
| Admin fee / account holder | $1,487 | $6,333-76.5% | $5,194-71.4% | $10,886-86.3% |