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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 | $92,590 | $217,432-57.4% | $185,849-50.2% | $167,536-44.7% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 9.61% | 148.42%-138.8pp | 122.10%-112.5pp | 478.82%-469.2pp |
| Employer contribution / active EE | $2,727 | $5,875-53.6% | $5,169-47.2% | $4,839-43.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,563 | $19,818-92.1% | $16,244-90.4% | $12,315-87.3% |