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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 | $99,991 | $157,276-36.4% | $141,177-29.2% | $152,885-34.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 15.77% | 64.33%-48.6pp | 71.40%-55.6pp | 345.39%-329.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,430 | $7,110-79.9% | $6,710-78.7% | $5,851-75.6% |
| Admin fee / account holder | $3,966 | $12,123-67.3% | $10,263-61.4% | $11,598-65.8% |