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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 | $88,056 | $124,336-29.2% | $111,303-20.9% | $167,518-47.4% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 17.67% | 37.45%-19.8pp | 54.66%-37.0pp | 478.71%-461.0pp |
| Employer contribution / active EE | $11,609 | $3,436+237.8% | $2,731+325.0% | $4,838+139.9% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $504 | $10,623-95.3% | $7,966-93.7% | $12,312-95.9% |