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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 | $43,985 | $109,905-60.0% | $98,506-55.3% | $167,553-73.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 11.49% | 1960.20%-1948.7pp | 1494.92%-1483.4pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,644 | $3,226-49.0% | $2,961-44.5% | $4,840-66.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,679 | $6,760+28.4% | $5,955+45.8% | $12,316-29.5% |