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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 | $140,002 | $91,537+52.9% | $130,045+7.7% | $75,173+86.2% |
| Participation rate | 96.6% | 71.5%+25.1pp | 78.5%+18.1pp | 67.2%+29.3pp |
| Annual return | 15.88% | -631.55%+647.4pp | -137.30%+153.2pp | 160.72%-144.8pp |
| Employer contribution / active EE | $4,138 | $2,845+45.5% | $4,321-4.2% | $2,671+54.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,191 | $6,780-52.9% | $10,600-69.9% | $5,651-43.5% |