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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 | $68,256 | $118,869-42.6% | $96,575-29.3% | $167,518-59.3% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.8%+21.5pp | 82.1%+9.2pp |
| Annual return | 14.87% | 50.49%-35.6pp | 37.79%-22.9pp | 478.71%-463.8pp |
| Employer contribution / active EE | $2,174 | $3,120-30.3% | $2,357-7.8% | $4,838-55.1% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,358 | $8,067+3.6% | $6,182+35.2% | $12,312-32.1% |