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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 | $57,120 | $48,284+18.3% | $67,524-15.4% | $80,911-29.4% |
| Participation rate | 80.4% | 66.4%+14.0pp | 72.9%+7.5pp | 67.6%+12.7pp |
| Annual return | 14.94% | 18.27%-3.3pp | 3519.41%-3504.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,501 | $2,021-25.8% | $2,734-45.1% | $2,756-45.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $44,026 | $3,688+1093.8% | $4,001+1000.4% | $6,935+534.9% |