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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 | $50,238 | $107,368-53.2% | $92,915-45.9% | $152,909-67.1% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 13.60% | 145.64%-132.0pp | 109.45%-95.8pp | 345.46%-331.9pp |
| Employer contribution / active EE | $13,605 | $4,222+222.2% | $3,653+272.4% | $4,764+185.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,498 | $7,082+316.5% | $5,796+409.0% | $11,601+154.3% |