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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 | $24,869 | $157,304-84.2% | $141,197-82.4% | $152,909-83.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 14.79% | 64.34%-49.6pp | 71.41%-56.6pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,542 | $7,111-78.3% | $6,710-77.0% | $5,851-73.6% |
| Admin fee / account holder | $9,164 | $12,126-24.4% | $10,265-10.7% | $11,601-21.0% |