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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 | $30,165 | $141,004-78.6% | $112,273-73.1% | $139,466-78.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 17.13% | 32.75%-15.6pp | 30.23%-13.1pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,409 | $4,285-67.1% | $3,431-58.9% | $4,754-70.4% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,692 | $9,959-83.0% | $7,752-78.2% | $11,409-85.2% |