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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 | $37,029 | $72,426-48.9% | $67,560-45.2% | $145,897-74.6% |
| Participation rate | 76.9% | 76.9%0pp | 72.9%+4.0pp | 80.3%-3.4pp |
| Annual return | 26.87% | 7226.78%-7199.9pp | 3533.50%-3506.6pp | 552.29%-525.4pp |
| Employer contribution / active EE | $1,074 | $3,074-65.1% | $2,737-60.8% | $4,663-77.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,431 | $5,514-74.0% | $3,994-64.2% | $13,390-89.3% |