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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 | $105,579 | $162,821-35.2% | $133,978-21.2% | $158,982-33.6% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 17.46% | 41.95%-24.5pp | 45.10%-27.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $6,415 | $4,976+28.9% | $3,919+63.7% | $4,763+34.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $415 | $11,742-96.5% | $8,930-95.4% | $11,252-96.3% |