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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 | $21,414 | $114,013-81.2% | $103,693-79.3% | $155,188-86.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 9.12% | 49.31%-40.2pp | 47.61%-38.5pp | 148.84%-139.7pp |
| Employer contribution / active EE | $2,227 | $3,131-28.9% | $2,920-23.7% | $4,248-47.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $817 | $8,407-90.3% | $7,858-89.6% | $14,480-94.4% |