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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 | $66,889 | $103,038-35.1% | $90,324-25.9% | $152,909-56.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 17.08% | 95.25%-78.2pp | 78.15%-61.1pp | 345.46%-328.4pp |
| Employer contribution / active EE | $1,375 | $3,141-56.2% | $2,856-51.9% | $4,764-71.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,706 | $6,177+57.1% | $5,356+81.2% | $11,601-16.3% |