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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 | $174,492 | $217,432-19.7% | $185,849-6.1% | $167,536+4.2% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 10.96% | 148.42%-137.5pp | 122.10%-111.1pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $891 | $6,357-86.0% | $5,569-84.0% | $6,342-85.9% |
| Admin fee / account holder | $3,747 | $19,818-81.1% | $16,244-76.9% | $12,315-69.6% |