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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 | $47,642 | $156,616-69.6% | $133,346-64.3% | $198,609-76.0% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 4.79% | 44.25%-39.5pp | 36.85%-32.1pp | 202.70%-197.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $943 | $4,920-80.8% | $4,332-78.2% | $6,977-86.5% |
| Admin fee / account holder | $1,655 | $17,468-90.5% | $14,264-88.4% | $19,030-91.3% |