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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 | $64,891 | $209,425-69.0% | $178,499-63.6% | $158,966-59.2% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 12.25% | 188.80%-176.5pp | 151.10%-138.9pp | 302.95%-290.7pp |
| Employer contribution / active EE | $8,077 | $5,707+41.5% | $5,011+61.2% | $4,762+69.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,319 | $17,078-86.4% | $13,986-83.4% | $11,250-79.4% |