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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 | $49,879 | $162,821-69.4% | $133,978-62.8% | $158,982-68.6% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 7.49% | 41.95%-34.5pp | 45.10%-37.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $752 | $5,910-87.3% | $5,047-85.1% | $5,983-87.4% |
| Admin fee / account holder | $1,723 | $11,742-85.3% | $8,930-80.7% | $11,252-84.7% |