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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 | $85,955 | $197,637-56.5% | $177,848-51.7% | $158,982-45.9% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 9.61% | 58.77%-49.2pp | 48.33%-38.7pp | 302.99%-293.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,007 | $8,405-76.1% | $7,714-74.0% | $5,983-66.5% |
| Admin fee / account holder | $16,341 | $15,406+6.1% | $12,431+31.5% | $11,252+45.2% |