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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 | $26,331 | $225,673-88.3% | $203,872-87.1% | $155,188-83.0% |
| Participation rate | 85.7% | 80.3%+5.4pp | 77.8%+7.9pp | 80.8%+4.9pp |
| Annual return | 12.39% | 95.91%-83.5pp | 85.11%-72.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $3,543 | $4,099-13.6% | $3,757-5.7% | $4,248-16.6% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,061 | $12,327-34.6% | $11,730-31.3% | $14,480-44.3% |