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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 | $57,313 | $150,207-61.8% | $120,380-52.4% | $145,978-60.7% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 12.98% | 154.28%-141.3pp | 107.28%-94.3pp | 550.52%-537.5pp |
| Employer contribution / active EE | $6,136 | $4,351+41.0% | $3,465+77.1% | $4,662+31.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,706 | $12,203-20.5% | $9,421+3.0% | $13,400-27.6% |