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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 | $140,475 | $95,979+46.4% | $74,551+88.4% | $135,380+3.8% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | 9.52% | 56.97%-47.4pp | 32.53%-23.0pp | 519.81%-510.3pp |
| Employer contribution / active EE | $758 | $2,716-72.1% | $1,961-61.3% | $4,779-84.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,121 | $6,522-82.8% | $5,059-77.8% | $10,828-89.6% |