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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 | $54,795 | $144,124-62.0% | $117,857-53.5% | $147,585-62.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 13.99% | 531.17%-517.2pp | 335.09%-321.1pp | 578.57%-564.6pp |
| Employer contribution / active EE | $3,333 | $4,897-31.9% | $3,786-12.0% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,090 | $10,886-34.9% | $8,020-11.6% | $10,885-34.9% |