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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 | $136,282 | $118,708+14.8% | $98,920+37.8% | $158,966-14.3% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 16.30% | 372.49%-356.2pp | 196.47%-180.2pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,222 | $3,334-33.3% | $2,689-17.4% | $4,762-53.3% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,151 | $10,134-68.9% | $6,643-52.6% | $11,250-72.0% |