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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 | $80,183 | $115,814-30.8% | $101,275-20.8% | $158,982-49.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 19.58% | 56.16%-36.6pp | 46.48%-26.9pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,103 | $4,176-73.6% | $3,660-69.9% | $4,763-76.8% |
| Participant deferral / active EE | $1,281 | $4,958-74.2% | $4,371-70.7% | $5,983-78.6% |
| Admin fee / account holder | $12,247 | $7,249+68.9% | $5,948+105.9% | $11,252+8.8% |