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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 | $122,235 | $137,414-11.0% | $189,537-35.5% | $85,847+42.4% |
| Participation rate | 91.9% | 84.6%+7.3pp | 87.8%+4.1pp | 69.3%+22.6pp |
| Annual return | 12.15% | 38.14%-26.0pp | 555.34%-543.2pp | 318.61%-306.5pp |
| Employer contribution / active EE | $4,054 | $4,344-6.7% | $6,161-34.2% | $2,565+58.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,501 | $8,630-36.3% | $12,048-54.3% | $6,261-12.1% |