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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 | $223,823-45.3% | $211,142-42.1% | $154,746-21.0% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 14.11% | 50.39%-36.3pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $16,316 | $6,787+140.4% | $6,442+153.3% | $4,379+272.6% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,274 | $19,707-42.8% | $19,076-40.9% | $14,365-21.5% |