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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 | $78,562 | $173,526-54.7% | $136,072-42.3% | $145,884-46.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.4%+6.9pp | 80.3%+3.0pp |
| Annual return | 14.77% | 1167.12%-1152.3pp | 580.46%-565.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,024 | $8,711-88.2% | $7,028-85.4% | $6,690-84.7% |
| Admin fee / account holder | $4,623 | $9,665-52.2% | $6,718-31.2% | $13,392-65.5% |