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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 | $52,846 | $64,324-17.8% | $118,946-55.6% | $79,852-33.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 10.77% | 86.45%-75.7pp | 35.89%-25.1pp | 31.72%-20.9pp |
| Employer contribution / active EE | $3,277 | $1,836+78.5% | $3,263+0.4% | $2,471+32.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,402 | $4,040+83.2% | $6,581+12.5% | $5,306+39.5% |