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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 | $73,377 | $104,251-29.6% | $91,004-19.4% | $147,586-50.3% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 14.66% | 27.06%-12.4pp | 4.60%+10.1pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $520 | $4,195-87.6% | $3,548-85.3% | $5,439-90.4% |
| Admin fee / account holder | $357 | $8,948-96.0% | $5,417-93.4% | $10,886-96.7% |