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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 | $60,901 | $124,346-51.0% | $111,308-45.3% | $167,536-63.6% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 12.83% | 37.45%-24.6pp | 54.67%-41.8pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $866 | $5,182-83.3% | $4,487-80.7% | $6,342-86.3% |
| Admin fee / account holder | $7,200 | $10,621-32.2% | $7,965-9.6% | $12,315-41.5% |