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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 | $155,593 | $157,296-1.1% | $141,191+10.2% | $152,897+1.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 26.69% | 64.34%-37.6pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,580 | $7,111-77.8% | $6,710-76.5% | $5,851-73.0% |
| Admin fee / account holder | $786 | $12,125-93.5% | $10,264-92.3% | $11,599-93.2% |