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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 | $93,289 | $175,257-46.8% | $149,717-37.7% | $139,456-33.1% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 15.56% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $3,333 | $5,477-39.1% | $4,820-30.8% | $4,753-29.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,957 | $16,156-87.9% | $13,213-85.2% | $11,407-82.8% |