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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 | $127,010 | $183,592-30.8% | $155,567-18.4% | $145,959-13.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 21.48% | 61.24%-39.8pp | 64.74%-43.3pp | 561.95%-540.5pp |
| Employer contribution / active EE | $9,244 | $5,315+73.9% | $4,674+97.8% | $4,661+98.3% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,291 | $19,318-88.1% | $15,916-85.6% | $13,398-82.9% |