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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 | $106,388 | $150,435-29.3% | $120,580-11.8% | $145,897-27.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 16.77% | 154.60%-137.8pp | 107.48%-90.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,400 | $6,174-77.3% | $4,995-72.0% | $6,689-79.1% |
| Admin fee / account holder | $7,141 | $12,182-41.4% | $9,418-24.2% | $13,390-46.7% |