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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 | $152,460 | $125,237+21.7% | $105,608+44.4% | $145,877+4.5% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 14.08% | 225.76%-211.7pp | 116.50%-102.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,635 | $3,720-56.1% | $3,167-48.4% | $4,663-64.9% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,509 | $17,287+41.8% | $11,028+122.2% | $13,402+82.9% |