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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 | $120,605 | $107,941+11.7% | $91,994+31.1% | $152,897-21.1% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 19.50% | 89.28%-69.8pp | 69.04%-49.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,682 | $4,212-60.1% | $3,453-51.3% | $4,764-64.7% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $843 | $10,521-92.0% | $7,744-89.1% | $11,599-92.7% |