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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 | $189,251 | $115,917+63.3% | $100,535+88.2% | $158,982+19.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.72% | 34.80%-23.1pp | 30.90%-19.2pp | 302.99%-291.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,464 | $6,677-78.1% | $6,271-76.7% | $5,983-75.5% |
| Admin fee / account holder | $11,120 | $11,002+1.1% | $8,085+37.5% | $11,252-1.2% |