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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 | $87,757 | $171,492-48.8% | $150,734-41.8% | $198,609-55.8% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 11.08% | 804.70%-793.6pp | 600.81%-589.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $20,093 | $5,470+267.3% | $4,918+308.5% | $5,055+297.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $30,850 | $17,628+75.0% | $14,905+107.0% | $19,030+62.1% |