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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 | $91,035 | $116,203-21.7% | $93,621-2.8% | $152,909-40.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.8%-5.8pp | 82.5%-12.5pp |
| Annual return | 20.55% | 35.96%-15.4pp | 32.76%-12.2pp | 345.46%-324.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,203 | $4,605-73.9% | $4,070-70.5% | $5,851-79.4% |
| Admin fee / account holder | $642 | $10,751-94.0% | $7,890-91.9% | $11,601-94.5% |