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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 | $56,609 | $152,592-62.9% | $125,180-54.8% | $152,885-63.0% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 14.93% | 54.84%-39.9pp | 43.79%-28.9pp | 345.39%-330.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $597 | $5,868-89.8% | $4,937-87.9% | $5,851-89.8% |
| Admin fee / account holder | $17,662 | $13,435+31.5% | $9,703+82.0% | $11,598+52.3% |