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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 | $44,911 | $228,352-80.3% | $185,835-75.8% | $158,966-71.7% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 10.38% | 40.81%-30.4pp | 35.96%-25.6pp | 302.95%-292.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $312 | $6,416-95.1% | $5,633-94.5% | $5,983-94.8% |
| Admin fee / account holder | $14,579 | $11,867+22.9% | $9,502+53.4% | $11,250+29.6% |