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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 | $47,810 | $53,841-11.2% | $75,731-36.9% | $85,851-44.3% |
| Participation rate | 71.1% | 69.0%+2.1pp | 74.8%-3.7pp | 69.3%+1.8pp |
| Annual return | 19.31% | 24.54%-5.2pp | 104.65%-85.3pp | 318.63%-299.3pp |
| Employer contribution / active EE | $623 | $2,017-69.1% | $2,743-77.3% | $2,565-75.7% |
| Participant deferral / active EE | $609 | $2,895-79.0% | $3,820-84.1% | $3,952-84.6% |
| Admin fee / account holder | $12,210 | $3,340+265.5% | $3,620+237.3% | $6,261+95.0% |