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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 | $66,862 | $77,638-13.9% | $156,551-57.3% | $62,881+6.3% |
| Participation rate | 74.3% | 71.2%+3.1pp | 84.0%-9.7pp | 69.3%+5.0pp |
| Annual return | 6.67% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,971 | $3,444+44.4% | $5,501-9.6% | $2,281+118.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,967 | $5,561+61.2% | $13,028-31.2% | $4,296+108.7% |