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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 | $132,648 | $117,829+12.6% | $102,423+29.5% | $145,877-9.1% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 13.17% | 31.83%-18.7pp | 29.42%-16.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $98 | $5,732-98.3% | $5,054-98.1% | $6,691-98.5% |
| Admin fee / account holder | $35,996 | $13,335+169.9% | $9,455+280.7% | $13,402+168.6% |