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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 | $56,944 | $157,304-63.8% | $141,197-59.7% | $152,909-62.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.79% | 64.34%-44.5pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $3,617 | $5,263-31.3% | $4,736-23.6% | $4,764-24.1% |
| Participant deferral / active EE | $938 | $7,111-86.8% | $6,710-86.0% | $5,851-84.0% |
| Admin fee / account holder | $33,367 | $12,126+175.2% | $10,265+225.1% | $11,601+187.6% |