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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 | $53,672 | $55,457-3.2% | $77,361-30.6% | $94,015-42.9% |
| Participation rate | 97.9% | 69.8%+28.1pp | 75.0%+22.9pp | 70.8%+27.1pp |
| Annual return | 14.84% | 15.57%-0.7pp | 1011.54%-996.7pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,627 | $2,255-27.8% | $2,990-45.6% | $2,790-41.7% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,517 | $4,334+96.5% | $5,894+44.5% | $8,951-4.9% |