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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 | $29,637 | $112,131-73.6% | $95,964-69.1% | $158,982-81.4% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 9.56% | 171.19%-161.6pp | 91.64%-82.1pp | 302.99%-293.4pp |
| Employer contribution / active EE | $3,261 | $3,199+1.9% | $2,541+28.3% | $4,763-31.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,025 | $10,136-11.0% | $6,797+32.8% | $11,252-19.8% |