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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 | $47,989 | $217,427-77.9% | $185,837-74.2% | $167,518-71.4% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 12.76% | 148.39%-135.6pp | 122.08%-109.3pp | 478.71%-465.9pp |
| Employer contribution / active EE | $2,105 | $5,874-64.2% | $5,168-59.3% | $4,838-56.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,747 | $19,816-40.7% | $16,241-27.7% | $12,312-4.6% |