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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 | $84,322 | $124,351-32.2% | $109,188-22.8% | $167,553-49.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 15.68% | 26.04%-10.4pp | 25.76%-10.1pp | 478.89%-463.2pp |
| Employer contribution / active EE | $10,056 | $4,210+138.9% | $3,723+170.1% | $4,840+107.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,464 | $7,975-18.9% | $6,755-4.3% | $12,316-47.5% |