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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 | $95,525 | $232,540-58.9% | $185,117-48.4% | $147,586-35.3% |
| Participation rate | 92.3% | 82.4%+10.0pp | 77.3%+15.0pp | 82.8%+9.5pp |
| Annual return | 12.49% | 43.03%-30.5pp | 40.50%-28.0pp | 578.59%-566.1pp |
| Employer contribution / active EE | $6,538 | $5,195+25.9% | $4,182+56.4% | $4,876+34.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,893 | $10,275-52.4% | $8,159-40.0% | $10,886-55.1% |