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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 | $40,869 | $183,627-77.7% | $155,602-73.7% | $145,978-72.0% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 11.87% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $735 | $6,466-88.6% | $5,629-86.9% | $6,690-89.0% |
| Admin fee / account holder | $16,343 | $19,327-15.4% | $15,923+2.6% | $13,400+22.0% |