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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 | $85,410 | $171,492-50.2% | $150,734-43.3% | $198,609-57.0% |
| Participation rate | 94.7% | 81.4%+13.3pp | 78.4%+16.3pp | 82.4%+12.4pp |
| Annual return | 13.32% | 804.70%-791.4pp | 600.81%-587.5pp | 202.70%-189.4pp |
| Employer contribution / active EE | $7,895 | $5,470+44.3% | $4,918+60.5% | $5,055+56.2% |
| Participant deferral / active EE | $1,068 | $6,259-82.9% | $5,610-81.0% | $6,977-84.7% |
| Admin fee / account holder | $5,561 | $17,628-68.5% | $14,905-62.7% | $19,030-70.8% |