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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 | $84,246 | $106,267-20.7% | $96,520-12.7% | $139,456-39.6% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 16.07% | 38.45%-22.4pp | 35.72%-19.6pp | 373.45%-357.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $833 | $5,454-84.7% | $4,879-82.9% | $6,711-87.6% |
| Admin fee / account holder | $2,636 | $7,882-66.6% | $6,733-60.9% | $11,407-76.9% |