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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 | $38,325 | $58,828-34.9% | $78,002-50.9% | $62,881-39.1% |
| Participation rate | 71.9% | 71.1%+0.8pp | 75.5%-3.7pp | 69.3%+2.6pp |
| Annual return | 5.05% | 17.16%-12.1pp | 425.99%-420.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $512 | $2,686-80.9% | $3,497-85.4% | $3,203-84.0% |
| Admin fee / account holder | $11,035 | $4,393+151.2% | $5,481+101.3% | $4,296+156.9% |