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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 | $117,829-24.2% | $102,423-12.8% | $145,877-38.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 14.66% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $549 | $5,732-90.4% | $5,054-89.1% | $6,691-91.8% |
| Admin fee / account holder | $675 | $13,335-94.9% | $9,455-92.9% | $13,402-95.0% |