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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 | $86,538 | $175,257-50.6% | $149,717-42.2% | $139,456-37.9% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 12.03% | 166.70%-154.7pp | 134.41%-122.4pp | 373.45%-361.4pp |
| Employer contribution / active EE | $2,567 | $5,477-53.1% | $4,820-46.7% | $4,753-46.0% |
| Participant deferral / active EE | $92 | $6,521-98.6% | $5,682-98.4% | $6,711-98.6% |
| Admin fee / account holder | $16,350 | $16,156+1.2% | $13,213+23.7% | $11,407+43.3% |