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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 | $162,368 | $111,785+45.3% | $93,669+73.3% | $145,877+11.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 11.55% | 203.79%-192.2pp | 133.59%-122.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $563 | $3,096-81.8% | $2,424-76.8% | $4,663-87.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,981 | $10,256-41.7% | $8,291-27.9% | $13,402-55.4% |