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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 | $115,911+63.3% | $100,530+88.3% | $158,950+19.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.72% | 34.80%-23.1pp | 30.89%-19.2pp | 302.91%-291.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,464 | $6,676-78.1% | $6,271-76.7% | $5,983-75.5% |
| Admin fee / account holder | $11,120 | $10,999+1.1% | $8,083+37.6% | $11,248-1.1% |