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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 | $138,920 | $217,427-36.1% | $185,837-25.2% | $167,518-17.1% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 12.17% | 148.39%-136.2pp | 122.08%-109.9pp | 478.71%-466.5pp |
| Employer contribution / active EE | $24,081 | $5,874+309.9% | $5,168+365.9% | $4,838+397.7% |
| Participant deferral / active EE | $1,387 | $6,357-78.2% | $5,568-75.1% | $6,342-78.1% |
| Admin fee / account holder | $6,530 | $19,816-67.0% | $16,241-59.8% | $12,312-47.0% |