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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 | $112,904 | $185,883-39.3% | $170,043-33.6% | $139,466-19.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 15.04% | 60.54%-45.5pp | 53.40%-38.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $7,645 | $7,596+0.6% | $6,790+12.6% | $4,754+60.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $808 | $15,393-94.8% | $12,824-93.7% | $11,409-92.9% |