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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 | $118,299 | $212,386-44.3% | $199,883-40.8% | $138,895-14.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 14.46% | 47.75%-33.3pp | 43.81%-29.3pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,113 | $9,617-78.0% | $9,138-76.9% | $6,396-67.0% |
| Admin fee / account holder | $55,466 | $18,233+204.2% | $17,268+221.2% | $12,562+341.5% |