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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 | $102,429-49.0% | $147,096-64.5% | $80,925-35.4% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 13.39% | 135.02%-121.6pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,596 | $6,649-61.0% | $8,071-67.8% | $4,299-39.6% |
| Admin fee / account holder | $760 | $7,957-90.4% | $13,005-94.2% | $6,940-89.0% |