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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 | $62,385 | $49,976+24.8% | $66,674-6.4% | $82,637-24.5% |
| Participation rate | 75.8% | 63.1%+12.7pp | 73.7%+2.1pp | 68.1%+7.7pp |
| Annual return | 17.02% | 39.09%-22.1pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,091 | $1,988-45.1% | $2,620-58.4% | $2,552-57.3% |
| Participant deferral / active EE | $465 | $2,847-83.7% | $4,084-88.6% | $4,126-88.7% |
| Admin fee / account holder | $1,903 | $4,594-58.6% | $5,098-62.7% | $7,339-74.1% |