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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 | $51,777 | $77,908-33.5% | $149,696-65.4% | $75,173-31.1% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 14.87% | 31.73%-16.9pp | 134.46%-119.6pp | 160.72%-145.8pp |
| Employer contribution / active EE | $2,560 | $3,138-18.4% | $4,821-46.9% | $2,671-4.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,505 | $5,950-57.9% | $13,212-81.0% | $5,651-55.7% |