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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 | $61,815 | $124,346-50.3% | $111,308-44.5% | $167,536-63.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 17.63% | 37.45%-19.8pp | 54.67%-37.0pp | 478.82%-461.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,438 | $5,182-72.2% | $4,487-68.0% | $6,342-77.3% |
| Admin fee / account holder | $906 | $10,621-91.5% | $7,965-88.6% | $12,315-92.6% |