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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 | $61,407 | $111,535-44.9% | $105,223-41.6% | $137,256-55.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 23.24% | 237.85%-214.6pp | 180.65%-157.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $12,446 | $3,939+215.9% | $3,689+237.4% | $4,156+199.5% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $515 | $9,721-94.7% | $8,859-94.2% | $12,270-95.8% |