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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 | $86,936 | $176,077-50.6% | $159,455-45.5% | $167,518-48.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.64% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $4,958 | $5,298-6.4% | $4,830+2.7% | $4,838+2.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,469 | $12,556-88.3% | $10,800-86.4% | $12,312-88.1% |