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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 | $209,336-41.6% | $197,124-37.9% | $137,256-10.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 14.11% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $16,316 | $6,591+147.6% | $6,227+162.0% | $4,156+292.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,274 | $17,308-34.9% | $16,298-30.8% | $12,270-8.1% |