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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 | $45,490 | $89,370-49.1% | $141,197-67.8% | $72,976-37.7% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 19.94% | 111.88%-91.9pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,057 | $5,419-62.0% | $6,710-69.3% | $3,608-43.0% |
| Admin fee / account holder | $1,400 | $5,957-76.5% | $10,265-86.4% | $5,124-72.7% |