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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 | $57,110 | $115,814-50.7% | $101,275-43.6% | $158,982-64.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 10.78% | 56.16%-45.4pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $2,830 | $4,176-32.2% | $3,660-22.7% | $4,763-40.6% |
| Participant deferral / active EE | $853 | $4,958-82.8% | $4,371-80.5% | $5,983-85.7% |
| Admin fee / account holder | $13,387 | $7,249+84.7% | $5,948+125.1% | $11,252+19.0% |