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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 | $69,602 | $148,623-53.2% | $135,974-48.8% | $139,466-50.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.35% | 79.30%-63.9pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $444 | $8,103-94.5% | $7,760-94.3% | $6,712-93.4% |
| Admin fee / account holder | $357,113 | $12,406+2778.6% | $10,767+3216.9% | $11,409+3030.2% |