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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 | $162,539 | $107,941+50.6% | $91,994+76.7% | $152,897+6.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.20% | 89.28%-71.1pp | 69.04%-50.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,801 | $6,366-71.7% | $5,924-69.6% | $5,851-69.2% |
| Admin fee / account holder | $8,752 | $10,521-16.8% | $7,744+13.0% | $11,599-24.6% |