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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 | $68,519 | $76,368-10.3% | $67,681+1.2% | $154,746-55.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 9.96% | 1066.77%-1056.8pp | 590.58%-580.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,491 | $3,151-52.7% | $2,678-44.3% | $4,379-66.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,329 | $8,559-49.4% | $6,100-29.0% | $14,365-69.9% |