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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 | $114,694 | $171,492-33.1% | $150,734-23.9% | $198,609-42.3% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 10.57% | 804.70%-794.1pp | 600.81%-590.2pp | 202.70%-192.1pp |
| Employer contribution / active EE | $9,375 | $5,470+71.4% | $4,918+90.6% | $5,055+85.4% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,240 | $17,628-93.0% | $14,905-91.7% | $19,030-93.5% |