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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 | $129,737-60.3% | $119,126-56.8% | $154,746-66.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 10.63% | 379.08%-368.4pp | 282.11%-271.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $7,789 | $4,375+78.0% | $4,034+93.1% | $4,379+77.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $582 | $11,961-95.1% | $10,693-94.6% | $14,365-95.9% |