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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 | $42,302 | $125,184-66.2% | $105,607-59.9% | $145,884-71.0% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-7.0pp |
| Annual return | 9.09% | 225.00%-215.9pp | 116.11%-107.0pp | 551.85%-542.8pp |
| Employer contribution / active EE | $4,805 | $3,720+29.2% | $3,167+51.7% | $4,662+3.1% |
| Participant deferral / active EE | $409 | $5,714-92.8% | $5,011-91.8% | $6,690-93.9% |
| Admin fee / account holder | $8,305 | $17,133-51.5% | $10,958-24.2% | $13,392-38.0% |