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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 | $62,049 | $185,883-66.6% | $170,043-63.5% | $139,466-55.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 26.49% | 60.54%-34.1pp | 53.40%-26.9pp | 373.66%-347.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,186 | $11,626-81.2% | $10,410-79.0% | $6,712-67.4% |
| Admin fee / account holder | $28,040 | $15,393+82.2% | $12,824+118.7% | $11,409+145.8% |