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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 | $43,796 | $111,814-60.8% | $93,654-53.2% | $145,959-70.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.83% | 203.30%-192.5pp | 133.34%-122.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,291 | $3,092-25.9% | $2,421-5.4% | $4,661-50.9% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $500 | $10,246-95.1% | $8,282-94.0% | $13,398-96.3% |