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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 | $146,444 | $111,785+31.0% | $93,669+56.3% | $145,877+0.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 14.54% | 203.79%-189.2pp | 133.59%-119.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $7,062 | $3,096+128.1% | $2,424+191.4% | $4,663+51.4% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,010 | $10,256-90.1% | $8,291-87.8% | $13,402-92.5% |