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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 | $59,013 | $98,776-40.3% | $149,745-60.6% | $79,856-26.1% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.5%-9.0pp | 69.6%+3.9pp |
| Annual return | 15.33% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,305 | $3,217-59.4% | $4,646-71.9% | $2,471-47.2% |
| Participant deferral / active EE | $2,035 | $5,681-64.2% | $6,843-70.3% | $3,741-45.6% |
| Admin fee / account holder | $1,051 | $6,053-82.6% | $9,312-88.7% | $5,306-80.2% |