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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 | $128,474 | $185,883-30.9% | $170,043-24.4% | $139,466-7.9% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 16.42% | 60.54%-44.1pp | 53.40%-37.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $6,250 | $7,596-17.7% | $6,790-8.0% | $4,754+31.5% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,194 | $15,393-79.3% | $12,824-75.1% | $11,409-72.0% |