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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 | $48,129 | $107,363-55.2% | $92,909-48.2% | $152,897-68.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 18.00% | 145.63%-127.6pp | 109.44%-91.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,855 | $4,222-56.1% | $3,653-49.2% | $4,764-61.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,930 | $7,082-16.3% | $5,795+2.3% | $11,599-48.9% |