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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 | $52,727 | $201,370-73.8% | $184,256-71.4% | $145,897-63.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $881 | $9,808-91.0% | $9,133-90.4% | $6,689-86.8% |
| Admin fee / account holder | $3,949 | $16,364-75.9% | $13,899-71.6% | $13,390-70.5% |