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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 | $64,244 | $81,643-21.3% | $70,462-8.8% | $158,950-59.6% |
| Participation rate | 86.7% | 77.7%+8.9pp | 75.1%+11.6pp | 82.0%+4.7pp |
| Annual return | 15.64% | 208.51%-192.9pp | 109.08%-93.4pp | 302.91%-287.3pp |
| Employer contribution / active EE | $1,488 | $3,218-53.7% | $2,737-45.6% | $4,762-68.7% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $552 | $6,194-91.1% | $3,845-85.7% | $11,248-95.1% |