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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 | $66,811 | $110,801-39.7% | $86,868-23.1% | $167,518-60.1% |
| Participation rate | 70.0% | 75.8%-5.8pp | 71.6%-1.6pp | 82.1%-12.1pp |
| Annual return | 33.80% | 117.00%-83.2pp | 63.53%-29.7pp | 478.71%-444.9pp |
| Employer contribution / active EE | $272 | $3,245-91.6% | $2,496-89.1% | $4,838-94.4% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,061 | $8,417-28.0% | $5,829+4.0% | $12,312-50.8% |