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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 | $89,295 | $165,912-46.2% | $122,342-27.0% | $147,585-39.5% |
| Participation rate | 95.5% | 79.6%+15.9pp | 71.6%+23.8pp | 82.8%+12.6pp |
| Annual return | 16.55% | 34.55%-18.0pp | 30.28%-13.7pp | 578.57%-562.0pp |
| Employer contribution / active EE | $6,152 | $5,754+6.9% | $4,051+51.9% | $4,876+26.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,926 | $7,424-60.6% | $5,478-46.6% | $10,885-73.1% |