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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 | $58,215 | $154,193-62.2% | $130,045-55.2% | $139,466-58.3% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 14.34% | 32.51%-18.2pp | -137.30%+151.6pp | 373.66%-359.3pp |
| Employer contribution / active EE | $5,651 | $5,292+6.8% | $4,321+30.8% | $4,754+18.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,226 | $13,989-91.2% | $10,600-88.4% | $11,409-89.3% |