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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 | $50,305 | $98,240-48.8% | $82,312-38.9% | $147,586-65.9% |
| Participation rate | 76.5% | 79.7%-3.3pp | 76.9%-0.4pp | 82.8%-6.4pp |
| Annual return | 18.68% | 30.85%-12.2pp | 25.88%-7.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $5,635 | $3,192+76.6% | $2,428+132.1% | $4,876+15.6% |
| Participant deferral / active EE | $463 | $4,383-89.4% | $3,706-87.5% | $5,439-91.5% |
| Admin fee / account holder | $807 | $8,563-90.6% | $5,608-85.6% | $10,886-92.6% |