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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 | $89,310 | $117,895-24.2% | $102,460-12.8% | $145,897-38.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 14.66% | 31.92%-17.3pp | 29.47%-14.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $549 | $5,736-90.4% | $5,056-89.1% | $6,689-91.8% |
| Admin fee / account holder | $675 | $13,353-94.9% | $9,460-92.9% | $13,390-95.0% |