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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 | $27,604 | $55,902-50.6% | $76,030-63.7% | $80,959-65.9% |
| Participation rate | 70.7% | 62.1%+8.7pp | 69.1%+1.7pp | 67.7%+3.1pp |
| Annual return | 14.65% | 20.59%-5.9pp | 361.54%-346.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,052 | $1,867-43.7% | $2,688-60.9% | $2,757-61.9% |
| Participant deferral / active EE | $698 | $3,051-77.1% | $4,257-83.6% | $4,300-83.8% |
| Admin fee / account holder | $1,091 | $5,239-79.2% | $6,421-83.0% | $6,925-84.2% |