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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 | $71,160 | $109,904-35.3% | $97,167-26.8% | $145,959-51.2% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 8.26% | 243.43%-235.2pp | 75.27%-67.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,621 | $3,084-15.0% | $2,729-3.9% | $4,661-43.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,854 | $6,216-70.2% | $5,650-67.2% | $13,398-86.2% |