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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 | $115,780-33.2% | $101,255-23.6% | $158,931-51.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 8.52% | 56.14%-47.6pp | 46.48%-38.0pp | 302.86%-294.3pp |
| Employer contribution / active EE | $22,149 | $4,175+430.5% | $3,660+505.2% | $4,761+365.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,508 | $7,246-65.4% | $5,946-57.8% | $11,247-77.7% |