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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 | $67,171 | $115,796-42.0% | $101,264-33.7% | $158,950-57.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.27% | 56.15%-42.9pp | 46.48%-33.2pp | 302.91%-289.6pp |
| Employer contribution / active EE | $3,846 | $4,175-7.9% | $3,660+5.1% | $4,762-19.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,880 | $7,247+91.5% | $5,947+133.4% | $11,248+23.4% |