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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 | $117,829-2.5% | $102,423+12.1% | $145,877-21.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 9.62% | 31.83%-22.2pp | 29.42%-19.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $10,419 | $3,615+188.2% | $3,023+244.6% | $4,663+123.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19,759 | $13,335+48.2% | $9,455+109.0% | $13,402+47.4% |