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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 | $52,262 | $102,422-49.0% | $147,117-64.5% | $80,959-35.4% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 13.39% | 135.16%-121.8pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,596 | $6,652-61.0% | $8,065-67.8% | $4,300-39.6% |
| Admin fee / account holder | $760 | $7,953-90.4% | $12,993-94.1% | $6,925-89.0% |