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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 | $89,693 | $156,616-42.7% | $133,346-32.7% | $198,609-54.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.55% | 44.25%-36.7pp | 36.85%-29.3pp | 202.70%-195.2pp |
| Employer contribution / active EE | $833 | $3,368-75.3% | $2,853-70.8% | $5,055-83.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,622 | $17,468-85.0% | $14,264-81.6% | $19,030-86.2% |