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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 | $106,844 | $159,978-33.2% | $147,041-27.3% | $145,978-26.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 15.83% | 98.36%-82.5pp | 419.21%-403.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $441 | $8,429-94.8% | $8,071-94.5% | $6,690-93.4% |
| Admin fee / account holder | $6,416 | $15,053-57.4% | $13,006-50.7% | $13,400-52.1% |