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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 | $86,550 | $107,368-19.4% | $92,915-6.9% | $152,909-43.4% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.5%+13.4pp |
| Annual return | 18.64% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,145 | $4,848-76.4% | $4,238-73.0% | $5,851-80.4% |
| Admin fee / account holder | $1,207 | $7,082-83.0% | $5,796-79.2% | $11,601-89.6% |