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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 | $58,051 | $91,198-36.3% | $178,503-67.5% | $79,856-27.3% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 13.28% | 24.20%-10.9pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,548 | $3,257-21.8% | $5,011-49.2% | $2,471+3.1% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,360 | $6,748-65.0% | $13,987-83.1% | $5,306-55.5% |