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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 | $96,992 | $152,619-36.4% | $125,195-22.5% | $152,909-36.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 20.33% | 54.85%-34.5pp | 43.79%-23.5pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,010 | $4,947-79.6% | $3,866-73.9% | $4,764-78.8% |
| Participant deferral / active EE | $327 | $5,869-94.4% | $4,937-93.4% | $5,851-94.4% |
| Admin fee / account holder | $66,009 | $13,437+391.2% | $9,704+580.2% | $11,601+469.0% |