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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 | $69,263 | $81,632-15.2% | $70,455-1.7% | $158,931-56.4% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 6.69% | 208.48%-201.8pp | 109.06%-102.4pp | 302.86%-296.2pp |
| Employer contribution / active EE | $5,566 | $3,217+73.0% | $2,737+103.4% | $4,761+16.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $24,144 | $6,193+289.9% | $3,845+527.9% | $11,247+114.7% |