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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 | $42,476 | $183,627-76.9% | $155,602-72.7% | $145,978-70.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 18.14% | 61.32%-43.2pp | 64.81%-46.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,350 | $6,466-79.1% | $5,629-76.0% | $6,690-79.8% |
| Admin fee / account holder | $5,364 | $19,327-72.2% | $15,923-66.3% | $13,400-60.0% |