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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 | $80,299 | $149,040-46.1% | $120,225-33.2% | $137,256-41.5% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 10.52% | 605.68%-595.2pp | 439.23%-428.7pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,363 | $4,350-68.7% | $3,475-60.8% | $4,156-67.2% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,521 | $6,348-60.3% | $5,696-55.7% | $12,270-79.5% |