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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 | $56,831 | $77,419-26.6% | $69,461-18.2% | $152,885-62.8% |
| Participation rate | 81.3% | 78.1%+3.1pp | 74.6%+6.6pp | 82.5%-1.2pp |
| Annual return | 14.65% | 39.07%-24.4pp | 28.97%-14.3pp | 345.39%-330.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $30 | $4,414-99.3% | $3,536-99.1% | $5,851-99.5% |
| Admin fee / account holder | $4,772 | $6,207-23.1% | $3,840+24.3% | $11,598-58.9% |