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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 | $77,394 | $115,814-33.2% | $101,275-23.6% | $158,982-51.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 8.52% | 56.16%-47.6pp | 46.48%-38.0pp | 302.99%-294.5pp |
| Employer contribution / active EE | $22,149 | $4,176+430.4% | $3,660+505.1% | $4,763+365.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,508 | $7,249-65.4% | $5,948-57.8% | $11,252-77.7% |