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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 | $86,142 | $275,752-68.8% | $256,809-66.5% | $198,609-56.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.37% | 34.81%-17.4pp | 32.73%-15.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,900 | $10,037-71.1% | $9,520-69.5% | $6,977-58.4% |
| Admin fee / account holder | $1,330 | $25,716-94.8% | $25,146-94.7% | $19,030-93.0% |