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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 | $217,432-77.9% | $185,851-74.2% | $167,553-71.4% |
| Participation rate | 89.5% | 86.1%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 12.76% | 148.43%-135.7pp | 122.11%-109.3pp | 478.89%-466.1pp |
| Employer contribution / active EE | $2,105 | $5,874-64.2% | $5,168-59.3% | $4,840-56.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,747 | $19,820-40.7% | $16,245-27.7% | $12,316-4.6% |