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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 | $208,088-87.3% | $186,193-85.9% | $154,746-83.0% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 12.39% | 89.97%-77.6pp | 78.03%-65.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $3,543 | $4,340-18.4% | $3,918-9.6% | $4,379-19.1% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,061 | $11,698-31.1% | $11,058-27.1% | $14,365-43.9% |