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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 | $152,826 | $103,000+48.4% | $90,300+69.2% | $152,8850% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.5%+9.9pp |
| Annual return | 12.33% | 95.19%-82.9pp | 78.11%-65.8pp | 345.39%-333.1pp |
| Employer contribution / active EE | $17,132 | $3,138+445.9% | $2,854+500.2% | $4,763+259.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,628 | $6,173-8.8% | $5,353+5.1% | $11,598-51.5% |