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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 | $53,097 | $80,992-34.4% | $96,534-45.0% | $75,173-29.4% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 21.63% | 27.05%-5.4pp | 25.88%-4.2pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,491 | $3,929-62.1% | $4,851-69.3% | $4,126-63.9% |
| Admin fee / account holder | $2,366 | $6,717-64.8% | $8,253-71.3% | $5,651-58.1% |