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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 | $54,629 | $141,001-61.3% | $112,228-51.3% | $139,487-60.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 14.67% | 32.75%-18.1pp | 30.23%-15.6pp | 373.84%-359.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,000 | $5,877-83.0% | $4,800-79.2% | $6,713-85.1% |
| Admin fee / account holder | $422 | $9,959-95.8% | $7,752-94.6% | $11,407-96.3% |