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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 | $56,820 | $86,298-34.2% | $111,308-49.0% | $85,847-33.8% |
| Participation rate | 76.2% | 73.3%+2.9pp | 77.3%-1.1pp | 69.3%+6.9pp |
| Annual return | 44.38% | 19.99%+24.4pp | 54.67%-10.3pp | 318.61%-274.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $715 | $3,641-80.4% | $4,487-84.1% | $3,952-81.9% |
| Admin fee / account holder | $5,029 | $8,189-38.6% | $7,965-36.9% | $6,261-19.7% |