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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 | $192,120 | $203,483-5.6% | $152,473+26.0% | $167,536+14.7% |
| Participation rate | 77.3% | 82.3%-5.0pp | 78.2%-0.9pp | 82.1%-4.8pp |
| Annual return | 11.32% | 13.80%-2.5pp | 757.59%-746.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $5,982 | $5,219+14.6% | $4,326+38.3% | $4,839+23.6% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $41,273 | $22,521+83.3% | $15,811+161.0% | $12,315+235.2% |