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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 | $44,593 | $208,088-78.6% | $186,193-76.1% | $154,746-71.2% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.1%+15.2pp | 80.7%+11.6pp |
| Annual return | 16.60% | 89.97%-73.4pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $6,090 | $4,340+40.3% | $3,918+55.4% | $4,379+39.1% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,407 | $11,698-70.9% | $11,058-69.2% | $14,365-76.3% |