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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 | $133,335 | $113,338+17.6% | $94,993+40.4% | $147,585-9.7% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 14.83% | 20.80%-6.0pp | 27.14%-12.3pp | 578.58%-563.8pp |
| Employer contribution / active EE | $6,964 | $3,160+120.3% | $2,603+167.5% | $4,876+42.8% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,109 | $6,063+231.7% | $4,960+305.4% | $10,886+84.7% |