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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 | $69,930 | $78,690-11.1% | $161,489-56.7% | $87,485-20.1% |
| Participation rate | 92.9% | 67.5%+25.4pp | 78.7%+14.2pp | 68.9%+23.9pp |
| Annual return | 14.51% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,469 | $2,588-43.2% | $4,268-65.6% | $2,596-43.4% |
| Participant deferral / active EE | $114 | $3,311-96.5% | $5,630-98.0% | $4,274-97.3% |
| Admin fee / account holder | $1,744 | $6,724-74.1% | $16,006-89.1% | $7,775-77.6% |