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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 | $77,050 | $107,353-28.2% | $92,903-17.1% | $152,885-49.6% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.5%-1.2pp |
| Annual return | 18.35% | 145.62%-127.3pp | 109.43%-91.1pp | 345.39%-327.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $736 | $4,848-84.8% | $4,238-82.6% | $5,851-87.4% |
| Admin fee / account holder | $4,684 | $7,081-33.8% | $5,795-19.2% | $11,598-59.6% |