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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 | $59,668 | $183,539-67.5% | $155,556-61.6% | $145,897-59.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.47% | 61.31%-45.8pp | 64.84%-49.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,636 | $6,467-74.7% | $5,631-70.9% | $6,689-75.5% |
| Admin fee / account holder | $42,786 | $19,275+122.0% | $15,885+169.4% | $13,390+219.5% |