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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 | $78,880 | $225,673-65.0% | $203,872-61.3% | $155,188-49.2% |
| Participation rate | 92.3% | 80.3%+12.0pp | 77.8%+14.5pp | 80.8%+11.5pp |
| Annual return | 9.93% | 95.91%-86.0pp | 85.11%-75.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $7,319 | $4,099+78.6% | $3,757+94.8% | $4,248+72.3% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $45,425 | $12,327+268.5% | $11,730+287.2% | $14,480+213.7% |