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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 | $77,413 | $110,337-29.8% | $102,383-24.4% | $145,877-46.9% |
| Participation rate | 70.8% | 77.9%-7.1pp | 74.5%-3.7pp | 80.3%-9.5pp |
| Annual return | 18.23% | 24.83%-6.6pp | 24.94%-6.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $770 | $5,621-86.3% | $5,060-84.8% | $6,691-88.5% |
| Admin fee / account holder | $1,830 | $9,750-81.2% | $8,391-78.2% | $13,402-86.3% |