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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 | $45,670 | $196,972-76.8% | $182,262-74.9% | $198,609-77.0% |
| Participation rate | 76.2% | 85.7%-9.5pp | 84.2%-8.0pp | 82.4%-6.2pp |
| Annual return | 16.97% | 158.27%-141.3pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,621 | $8,643-58.1% | $8,276-56.2% | $6,977-48.1% |
| Admin fee / account holder | $1,288 | $18,429-93.0% | $16,712-92.3% | $19,030-93.2% |