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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 | $43,552 | $176,838-75.4% | $146,685-70.3% | $167,518-74.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 14.33% | 24.04%-9.7pp | 22.75%-8.4pp | 478.71%-464.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $811 | $6,441-87.4% | $5,507-85.3% | $6,342-87.2% |
| Admin fee / account holder | $2,448 | $13,262-81.5% | $10,281-76.2% | $12,312-80.1% |