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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 | $45,982 | $118,708-61.3% | $98,920-53.5% | $158,982-71.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.6pp |
| Annual return | 20.13% | 372.49%-352.4pp | 196.47%-176.3pp | 302.99%-282.9pp |
| Employer contribution / active EE | $959 | $3,334-71.2% | $2,689-64.4% | $4,763-79.9% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,673 | $10,134-53.9% | $6,643-29.6% | $11,252-58.5% |