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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 | $147,330 | $148,623-0.9% | $135,974+8.4% | $139,466+5.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.14% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,458 | $8,103-82.0% | $7,760-81.2% | $6,712-78.3% |
| Admin fee / account holder | $54,063 | $12,406+335.8% | $10,767+402.1% | $11,409+373.9% |