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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 | $28,391 | $175,259-83.8% | $149,723-81.0% | $139,487-79.6% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 14.88% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-359.0pp |
| Employer contribution / active EE | $3,204 | $5,478-41.5% | $4,821-33.5% | $4,755-32.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,381 | $16,158-85.3% | $13,215-82.0% | $11,407-79.1% |