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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 | $175,259-50.6% | $149,723-42.2% | $139,487-38.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 12.03% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $2,567 | $5,478-53.1% | $4,821-46.8% | $4,755-46.0% |
| Participant deferral / active EE | $92 | $6,522-98.6% | $5,682-98.4% | $6,713-98.6% |
| Admin fee / account holder | $16,350 | $16,158+1.2% | $13,215+23.7% | $11,407+43.3% |