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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 | $43,722 | $162,821-73.1% | $133,978-67.4% | $158,982-72.5% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 7.16% | 41.95%-34.8pp | 45.10%-37.9pp | 302.99%-295.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,186 | $5,910-79.9% | $5,047-76.5% | $5,983-80.2% |
| Admin fee / account holder | $2,423 | $11,742-79.4% | $8,930-72.9% | $11,252-78.5% |