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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 | $51,143 | $148,623-65.6% | $135,974-62.4% | $139,466-63.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.40% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $32 | $8,103-99.6% | $7,760-99.6% | $6,712-99.5% |
| Admin fee / account holder | $9,762 | $12,406-21.3% | $10,767-9.3% | $11,409-14.4% |