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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 | $90,592 | $157,304-42.4% | $141,197-35.8% | $152,909-40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.61% | 64.34%-49.7pp | 71.41%-56.8pp | 345.46%-330.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,396 | $7,111-80.4% | $6,710-79.2% | $5,851-76.1% |
| Admin fee / account holder | $7,418 | $12,126-38.8% | $10,265-27.7% | $11,601-36.1% |