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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 | $171,254 | $223,823-23.5% | $211,142-18.9% | $154,746+10.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.91% | 50.39%-30.5pp | 46.84%-26.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,100 | $9,750-78.5% | $9,284-77.4% | $6,730-68.8% |
| Admin fee / account holder | $6,241 | $19,707-68.3% | $19,076-67.3% | $14,365-56.6% |