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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 | $166,089-4.6% | $164,928-3.9% | $145,978+8.5% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 10.23% | 100.26%-90.0pp | 70.08%-59.8pp | 550.52%-540.3pp |
| Employer contribution / active EE | $18,109 | $5,276+243.2% | $4,343+316.9% | $4,662+288.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,048 | $16,641-69.7% | $12,684-60.2% | $13,400-62.3% |