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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 | $45,015 | $77,638-42.0% | $156,551-71.2% | $62,881-28.4% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 14.14% | 50.33%-36.2pp | 32.23%-18.1pp | 20.14%-6.0pp |
| Employer contribution / active EE | $968 | $3,444-71.9% | $5,501-82.4% | $2,281-57.6% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,652 | $5,561-70.3% | $13,028-87.3% | $4,296-61.5% |