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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 | $41,667 | $81,870-49.1% | $119,622-65.2% | $68,486-39.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 51.64% | -23.82%+75.5pp | -14.98%+66.6pp | -7.85%+59.5pp |
| Employer contribution / active EE | $4,489 | $2,692+66.8% | $4,232+6.1% | $2,597+72.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,691 | $6,583-13.5% | $10,328-44.9% | $5,404+5.3% |