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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 | $172,670 | $289,211-40.3% | $260,467-33.7% | $198,609-13.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.27% | 112.90%-93.6pp | 100.60%-81.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $750 | $6,812-89.0% | $6,319-88.1% | $6,977-89.3% |
| Admin fee / account holder | $1,379 | $16,236-91.5% | $15,461-91.1% | $19,030-92.8% |