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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 | $237,166 | $103,387+129.4% | $87,102+172.3% | $152,885+55.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.36% | 28.10%-16.7pp | 28.19%-16.8pp | 345.39%-334.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,021 | $4,778-78.6% | $4,048-74.8% | $5,851-82.6% |
| Admin fee / account holder | $12,652 | $12,193+3.8% | $7,491+68.9% | $11,598+9.1% |