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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 | $34,724 | $157,304-77.9% | $141,197-75.4% | $152,909-77.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 18.01% | 64.34%-46.3pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,591 | $7,111-77.6% | $6,710-76.3% | $5,851-72.8% |
| Admin fee / account holder | $4,925 | $12,126-59.4% | $10,265-52.0% | $11,601-57.5% |