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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 | $144,179 | $227,291-36.6% | $214,702-32.8% | $155,188-7.1% |
| Participation rate | 84.2% | 88.0%-3.8pp | 87.5%-3.3pp | 80.8%+3.4pp |
| Annual return | 16.25% | 60.08%-43.8pp | 54.55%-38.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,086 | $9,582-88.7% | $9,147-88.1% | $6,531-83.4% |
| Admin fee / account holder | $13,365 | $20,413-34.5% | $19,830-32.6% | $14,480-7.7% |