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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 | $71,240 | $111,814-36.3% | $93,654-23.9% | $145,959-51.2% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 8.63% | 203.30%-194.7pp | 133.34%-124.7pp | 561.95%-553.3pp |
| Employer contribution / active EE | $5,882 | $3,092+90.3% | $2,421+143.0% | $4,661+26.2% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,368 | $10,246+10.9% | $8,282+37.3% | $13,398-15.1% |