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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 | $74,361 | $177,156-58.0% | $147,027-49.4% | $154,746-51.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 8.79% | 21.94%-13.1pp | 20.23%-11.4pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,333 | $4,336-23.1% | $3,626-8.1% | $4,379-23.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,181 | $14,904+62.2% | $12,223+97.8% | $14,365+68.3% |