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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 | $237,944 | $157,304+51.3% | $141,197+68.5% | $152,909+55.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.18% | 64.34%-40.2pp | 71.41%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $910 | $7,111-87.2% | $6,710-86.4% | $5,851-84.4% |
| Admin fee / account holder | $9,876 | $12,126-18.6% | $10,265-3.8% | $11,601-14.9% |