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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 | $64,720 | $227,399-71.5% | $189,758-65.9% | $198,609-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.07% | 61.03%-55.0pp | 52.62%-46.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,030 | $6,837-70.3% | $5,856-65.3% | $6,977-70.9% |
| Admin fee / account holder | $9,074 | $25,162-63.9% | $20,388-55.5% | $19,030-52.3% |