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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 | $87,205 | $185,883-53.1% | $170,043-48.7% | $139,466-37.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.87% | 60.54%-42.7pp | 53.40%-35.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,317 | $11,626-88.7% | $10,410-87.3% | $6,712-80.4% |
| Admin fee / account holder | $8,615 | $15,393-44.0% | $12,824-32.8% | $11,409-24.5% |