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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 | $81,314 | $166,242-51.1% | $165,071-50.7% | $145,884-44.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.84% | 100.44%-84.6pp | 70.17%-54.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,348 | $6,964-80.6% | $6,035-77.7% | $6,690-79.9% |
| Admin fee / account holder | $15,350 | $16,658-7.9% | $12,695+20.9% | $13,392+14.6% |