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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 | $96,679 | $134,817-28.3% | $123,973-22.0% | $155,188-37.7% |
| Participation rate | 95.7% | 79.4%+16.3pp | 76.7%+19.0pp | 80.8%+14.8pp |
| Annual return | 8.45% | 515.49%-507.0pp | 388.13%-379.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $11,229 | $4,425+153.8% | $4,126+172.2% | $4,248+164.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,189 | $13,245-91.0% | $11,799-89.9% | $14,480-91.8% |