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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 | $39,623 | $99,652-60.2% | $78,778-49.7% | $147,586-73.2% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 10.30% | 47.28%-37.0pp | 35.62%-25.3pp | 578.59%-568.3pp |
| Employer contribution / active EE | $874 | $2,796-68.7% | $1,986-56.0% | $4,876-82.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $513 | $7,155-92.8% | $5,134-90.0% | $10,886-95.3% |