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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 | $129,737-52.7% | $119,126-48.5% | $154,746-60.3% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 23.24% | 379.08%-355.8pp | 282.11%-258.9pp | 172.34%-149.1pp |
| Employer contribution / active EE | $12,446 | $4,375+184.5% | $4,034+208.5% | $4,379+184.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $515 | $11,961-95.7% | $10,693-95.2% | $14,365-96.4% |