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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 | $46,968 | $118,695-60.4% | $98,916-52.5% | $158,950-70.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.26% | 372.39%-367.1pp | 196.45%-191.2pp | 302.91%-297.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $544 | $5,088-89.3% | $4,245-87.2% | $5,983-90.9% |
| Admin fee / account holder | $3,562 | $10,132-64.8% | $6,642-46.4% | $11,248-68.3% |