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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 | $59,115 | $70,684-16.4% | $169,390-65.1% | $75,173-21.4% |
| Participation rate | 88.0% | 64.8%+23.2pp | 77.2%+10.8pp | 67.2%+20.8pp |
| Annual return | 19.83% | 36.38%-16.6pp | 406.07%-386.2pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,434 | $2,211-35.1% | $4,013-64.3% | $2,671-46.3% |
| Participant deferral / active EE | $752 | $4,310-82.5% | $6,222-87.9% | $4,126-81.8% |
| Admin fee / account holder | $1,363 | $5,404-74.8% | $9,015-84.9% | $5,651-75.9% |