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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 | $158,453 | $166,242-4.7% | $165,071-4.0% | $145,884+8.6% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 10.23% | 100.44%-90.2pp | 70.17%-59.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $18,109 | $5,283+242.8% | $4,347+316.5% | $4,662+288.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,048 | $16,658-69.7% | $12,695-60.2% | $13,392-62.3% |