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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 | $64,029 | $51,638+24.0% | $68,368-6.3% | $82,448-22.3% |
| Participation rate | 89.8% | 63.6%+26.2pp | 73.8%+16.0pp | 68.1%+21.7pp |
| Annual return | 19.13% | 37.53%-18.4pp | 292.57%-273.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,115 | $2,047+3.3% | $2,649-20.2% | $2,551-17.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $783 | $4,643-83.1% | $5,150-84.8% | $7,234-89.2% |