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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 | $121,026 | $175,231-30.9% | $149,696-19.2% | $139,466-13.2% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 11.79% | 166.77%-155.0pp | 134.46%-122.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $2,916 | $5,478-46.8% | $4,821-39.5% | $4,754-38.7% |
| Participant deferral / active EE | $210 | $6,521-96.8% | $5,682-96.3% | $6,712-96.9% |
| Admin fee / account holder | $2,347 | $16,155-85.5% | $13,212-82.2% | $11,409-79.4% |