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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 | $70,865 | $110,212-35.7% | $96,534-26.6% | $139,466-49.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 11.23% | 26.42%-15.2pp | 25.88%-14.6pp | 373.66%-362.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,433 | $5,547-74.2% | $4,851-70.5% | $6,712-78.7% |
| Admin fee / account holder | $1,588 | $11,599-86.3% | $8,253-80.8% | $11,409-86.1% |