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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 | $100,277 | $106,267-5.6% | $96,520+3.9% | $139,456-28.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 12.67% | 38.45%-25.8pp | 35.72%-23.0pp | 373.45%-360.8pp |
| Employer contribution / active EE | $5,455 | $4,105+32.9% | $3,739+45.9% | $4,753+14.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,574 | $7,882-42.0% | $6,733-32.1% | $11,407-59.9% |