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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 | $58,899 | $98,240-40.0% | $82,312-28.4% | $147,586-60.1% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 10.56% | 30.85%-20.3pp | 25.88%-15.3pp | 578.59%-568.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,084 | $4,383-75.3% | $3,706-70.8% | $5,439-80.1% |
| Admin fee / account holder | $2,760 | $8,563-67.8% | $5,608-50.8% | $10,886-74.6% |