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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 | $51,510 | $134,817-61.8% | $123,973-58.5% | $155,188-66.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 10.63% | 515.49%-504.9pp | 388.13%-377.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $7,789 | $4,425+76.0% | $4,126+88.8% | $4,248+83.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $582 | $13,245-95.6% | $11,799-95.1% | $14,480-96.0% |