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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 | $90,109 | $107,941-16.5% | $91,994-2.0% | $152,909-41.1% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.5%-12.5pp |
| Annual return | 22.39% | 89.28%-66.9pp | 69.04%-46.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,823 | $6,366-71.4% | $5,924-69.2% | $5,851-68.8% |
| Admin fee / account holder | $14,199 | $10,521+35.0% | $7,744+83.4% | $11,601+22.4% |