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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 | $120,255 | $176,120-31.7% | $159,487-24.6% | $167,553-28.2% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.03% | 331.95%-314.9pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,318 | $7,752-83.0% | $7,354-82.1% | $6,343-79.2% |
| Admin fee / account holder | $48,201 | $12,561+283.7% | $10,804+346.2% | $12,316+291.4% |