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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 | $125,193-66.2% | $105,591-59.9% | $145,978-71.0% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-7.0pp |
| Annual return | 9.09% | 225.53%-216.4pp | 116.43%-107.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $4,805 | $3,718+29.2% | $3,166+51.8% | $4,662+3.1% |
| Participant deferral / active EE | $409 | $5,708-92.8% | $5,008-91.8% | $6,690-93.9% |
| Admin fee / account holder | $8,305 | $17,277-51.9% | $11,024-24.7% | $13,400-38.0% |