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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 | $64,413 | $107,368-40.0% | $92,915-30.7% | $152,909-57.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 14.83% | 145.64%-130.8pp | 109.45%-94.6pp | 345.46%-330.6pp |
| Employer contribution / active EE | $8,913 | $4,222+111.1% | $3,653+144.0% | $4,764+87.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,604 | $7,082+162.7% | $5,796+221.0% | $11,601+60.4% |