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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 | $102,623 | $108,882-5.7% | $96,754+6.1% | $154,746-33.7% |
| Participation rate | 89.5% | 75.1%+14.4pp | 70.3%+19.2pp | 80.7%+8.8pp |
| Annual return | 10.18% | 98.39%-88.2pp | 82.04%-71.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,632 | $3,018-12.8% | $2,679-1.8% | $4,379-39.9% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,307 | $10,200+50.1% | $8,905+71.9% | $14,365+6.6% |