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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 | $64,369 | $100,004-35.6% | $81,438-21.0% | $145,959-55.9% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.5%+25.9pp | 80.3%+15.2pp |
| Annual return | 10.81% | 34.34%-23.5pp | 24.74%-13.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $800 | $2,970-73.1% | $2,460-67.5% | $4,661-82.8% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,871 | $8,202-40.6% | $5,764-15.5% | $13,398-63.6% |