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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 | $212,386-19.4% | $199,883-14.3% | $138,895+23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.91% | 47.75%-27.8pp | 43.81%-23.9pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,100 | $9,617-78.2% | $9,138-77.0% | $6,396-67.2% |
| Admin fee / account holder | $6,241 | $18,233-65.8% | $17,268-63.9% | $12,562-50.3% |