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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 | $60,896 | $171,492-64.5% | $150,734-59.6% | $198,609-69.3% |
| Participation rate | 93.3% | 81.4%+11.9pp | 78.4%+14.9pp | 82.4%+11.0pp |
| Annual return | 23.56% | 804.70%-781.1pp | 600.81%-577.2pp | 202.70%-179.1pp |
| Employer contribution / active EE | $12,487 | $5,470+128.3% | $4,918+153.9% | $5,055+147.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $515 | $17,628-97.1% | $14,905-96.5% | $19,030-97.3% |