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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 | $23,011 | $176,105-86.9% | $159,474-85.6% | $167,536-86.3% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.95% | 331.91%-320.0pp | 263.68%-251.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $4,087 | $5,299-22.9% | $4,831-15.4% | $4,839-15.5% |
| Participant deferral / active EE | $2,465 | $7,751-68.2% | $7,353-66.5% | $6,342-61.1% |
| Admin fee / account holder | $1,260 | $12,559-90.0% | $10,802-88.3% | $12,315-89.8% |