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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 | $111,785-36.3% | $93,669-23.9% | $145,877-51.2% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 8.63% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $5,882 | $3,096+90.0% | $2,424+142.7% | $4,663+26.2% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,368 | $10,256+10.8% | $8,291+37.1% | $13,402-15.2% |