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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 | $72,064 | $118,708-39.3% | $98,920-27.1% | $158,982-54.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 8.80% | 372.49%-363.7pp | 196.47%-187.7pp | 302.99%-294.2pp |
| Employer contribution / active EE | $8,681 | $3,334+160.4% | $2,689+222.8% | $4,763+82.3% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $381 | $10,134-96.2% | $6,643-94.3% | $11,252-96.6% |