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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 | $96,803 | $183,592-47.3% | $155,574-37.8% | $145,877-33.6% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 12.17% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $10,265 | $5,317+93.1% | $4,676+119.5% | $4,663+120.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,558 | $19,316-76.4% | $15,914-71.4% | $13,402-66.0% |