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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 | $44,983 | $93,617-51.9% | $135,982-66.9% | $75,177-40.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 15.31% | 30.89%-15.6pp | 68.32%-53.0pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,130 | $6,406-66.8% | $7,760-72.6% | $4,126-48.4% |
| Admin fee / account holder | $646 | $6,980-90.7% | $10,767-94.0% | $5,651-88.6% |