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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 | $38,897 | $183,539-78.8% | $155,556-75.0% | $145,897-73.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.19% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,354 | $5,315-55.7% | $4,675-49.7% | $4,663-49.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,741 | $19,275-75.4% | $15,885-70.2% | $13,390-64.6% |