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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 | $122,323 | $275,752-55.6% | $256,809-52.4% | $198,609-38.4% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 14.11% | 34.81%-20.7pp | 32.73%-18.6pp | 202.70%-188.6pp |
| Employer contribution / active EE | $16,316 | $7,721+111.3% | $7,263+124.6% | $5,055+222.7% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,274 | $25,716-56.2% | $25,146-55.2% | $19,030-40.8% |