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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 | $50,996 | $129,737-60.7% | $119,126-57.2% | $154,746-67.0% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 13.28% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $9,555 | $4,375+118.4% | $4,034+136.9% | $4,379+118.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,825 | $11,961-9.5% | $10,693+1.2% | $14,365-24.6% |