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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 | $70,090 | $86,288-18.8% | $111,306-37.0% | $85,851-18.4% |
| Participation rate | 74.2% | 73.3%+0.9pp | 77.3%-3.1pp | 69.3%+4.9pp |
| Annual return | 12.12% | 19.99%-7.9pp | 54.67%-42.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $727 | $3,641-80.0% | $4,488-83.8% | $3,952-81.6% |
| Admin fee / account holder | $2,773 | $8,189-66.1% | $7,966-65.2% | $6,261-55.7% |