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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 | $90,639 | $144,124-37.1% | $117,857-23.1% | $147,585-38.6% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 12.62% | 531.17%-518.6pp | 335.09%-322.5pp | 578.57%-566.0pp |
| Employer contribution / active EE | $4,804 | $4,897-1.9% | $3,786+26.9% | $4,876-1.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,176 | $10,886+2.7% | $8,020+39.4% | $10,885+2.7% |