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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 | $123,880 | $58,275+112.6% | $81,844+51.4% | $80,935+53.1% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.4%+16.5pp | 67.7%+21.2pp |
| Annual return | 17.02% | 41.82%-24.8pp | 778.87%-761.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $5,961 | $2,346+154.1% | $2,916+104.4% | $2,757+116.2% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $28,719 | $4,749+504.8% | $7,355+290.4% | $6,924+314.7% |