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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 | $74,021 | $109,372-32.3% | $89,414-17.2% | $158,966-53.4% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.0%+27.7pp | 82.0%+13.7pp |
| Annual return | 10.93% | 345.55%-334.6pp | 245.50%-234.6pp | 302.95%-292.0pp |
| Employer contribution / active EE | $4,245 | $3,171+33.9% | $2,586+64.1% | $4,762-10.9% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,508 | $6,156-75.5% | $4,883-69.1% | $11,250-86.6% |