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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 | $43,815 | $227,399-80.7% | $189,758-76.9% | $198,609-77.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 8.74% | 61.03%-52.3pp | 52.62%-43.9pp | 202.70%-194.0pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,560 | $6,837-77.2% | $5,856-73.4% | $6,977-77.6% |
| Admin fee / account holder | $12,716 | $25,162-49.5% | $20,388-37.6% | $19,030-33.2% |