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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 | $79,417 | $166,242-52.2% | $165,071-51.9% | $145,884-45.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 82.06% | 100.44%-18.4pp | 70.17%+11.9pp | 551.85%-469.8pp |
| Employer contribution / active EE | $4,406 | $5,283-16.6% | $4,347+1.3% | $4,662-5.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,853 | $16,658-76.9% | $12,695-69.6% | $13,392-71.2% |