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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 | $140,914 | $227,399-38.0% | $189,758-25.7% | $198,609-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.07% | 61.03%-49.0pp | 52.62%-40.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $102 | $6,837-98.5% | $5,856-98.3% | $6,977-98.5% |
| Admin fee / account holder | $1,026 | $25,162-95.9% | $20,388-95.0% | $19,030-94.6% |