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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 | $114,119 | $197,637-42.3% | $177,848-35.8% | $158,982-28.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 12.79% | 58.77%-46.0pp | 48.33%-35.5pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,328 | $6,698-35.4% | $5,919-26.9% | $4,763-9.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,689 | $15,406-43.6% | $12,431-30.1% | $11,252-22.8% |