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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 | $100,376 | $108,911-7.8% | $100,3920% | $145,884-31.2% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 10.43% | 58.23%-47.8pp | 49.45%-39.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,122 | $4,420-74.6% | $3,941-71.5% | $4,662-75.9% |
| Participant deferral / active EE | $1,752 | $8,459-79.3% | $8,090-78.3% | $6,690-73.8% |
| Admin fee / account holder | $23,757 | $9,698+145.0% | $7,904+200.6% | $13,392+77.4% |