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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 | $110,923 | $183,592-39.6% | $155,567-28.7% | $145,959-24.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.24% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,550 | $6,464-76.0% | $5,628-72.5% | $6,689-76.8% |
| Admin fee / account holder | $14,152 | $19,318-26.7% | $15,916-11.1% | $13,398+5.6% |