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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 | $114,830 | $117,895-2.6% | $102,460+12.1% | $145,897-21.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 9.62% | 31.92%-22.3pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $10,419 | $3,619+187.9% | $3,025+244.4% | $4,663+123.4% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19,759 | $13,353+48.0% | $9,460+108.9% | $13,390+47.6% |