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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 | $54,988 | $166,089-66.9% | $164,928-66.7% | $145,978-62.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 19.14% | 100.26%-81.1pp | 70.08%-50.9pp | 550.52%-531.4pp |
| Employer contribution / active EE | $1,668 | $5,276-68.4% | $4,343-61.6% | $4,662-64.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,308 | $16,641-38.1% | $12,684-18.7% | $13,400-23.1% |