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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 | $119,827 | $162,821-26.4% | $133,978-10.6% | $158,982-24.6% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 6.88% | 41.95%-35.1pp | 45.10%-38.2pp | 302.99%-296.1pp |
| Employer contribution / active EE | $5,151 | $4,976+3.5% | $3,919+31.4% | $4,763+8.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,429 | $11,742-87.8% | $8,930-84.0% | $11,252-87.3% |