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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 | $44,661 | $183,988-75.7% | $162,177-72.5% | $152,897-70.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 25.26% | 150.79%-125.5pp | 115.60%-90.3pp | 345.43%-320.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $643 | $8,032-92.0% | $7,297-91.2% | $5,851-89.0% |
| Admin fee / account holder | $6,126 | $13,123-53.3% | $10,843-43.5% | $11,599-47.2% |