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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 | $62,778 | $105,210-40.3% | $159,487-60.6% | $85,851-26.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 14.26% | 45.08%-30.8pp | 263.71%-249.4pp | 318.63%-304.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,065 | $5,946-65.3% | $7,354-71.9% | $3,952-47.8% |
| Admin fee / account holder | $4,440 | $6,934-36.0% | $10,804-58.9% | $6,261-29.1% |