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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 | $78,902 | $117,895-33.1% | $102,460-23.0% | $145,897-45.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 9.01% | 31.92%-22.9pp | 29.47%-20.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,596 | $5,736-72.2% | $5,056-68.4% | $6,689-76.1% |
| Admin fee / account holder | $1,241 | $13,353-90.7% | $9,460-86.9% | $13,390-90.7% |