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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 | $111,337 | $150,412-26.0% | $120,574-7.7% | $145,884-23.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.25% | 154.50%-145.3pp | 107.42%-98.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $7,443 | $4,355+70.9% | $3,471+114.5% | $4,662+59.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,433 | $12,224-71.9% | $9,445-63.7% | $13,392-74.4% |