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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 | $100,707 | $137,414-26.7% | $189,537-46.9% | $85,847+17.3% |
| Participation rate | 96.5% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 15.68% | 38.14%-22.5pp | 555.34%-539.7pp | 318.61%-302.9pp |
| Employer contribution / active EE | $4,751 | $4,344+9.4% | $6,161-22.9% | $2,565+85.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,347 | $8,630-14.9% | $12,048-39.0% | $6,261+17.4% |