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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 | $36,227 | $124,346-70.9% | $111,306-67.5% | $167,553-78.4% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 14.47% | 37.46%-23.0pp | 54.67%-40.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,271 | $5,182-75.5% | $4,488-71.7% | $6,343-80.0% |
| Admin fee / account holder | $5,207 | $10,623-51.0% | $7,966-34.6% | $12,316-57.7% |