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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 | $63,165 | $172,111-63.3% | $150,298-58.0% | $137,256-54.0% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 21.42% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $7,369 | $4,636+58.9% | $4,154+77.4% | $4,156+77.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,934 | $16,471-64.0% | $14,116-58.0% | $12,270-51.6% |