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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 | $33,806 | $144,130-76.5% | $117,861-71.3% | $147,586-77.1% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 10.76% | 531.20%-520.4pp | 335.11%-324.3pp | 578.59%-567.8pp |
| Employer contribution / active EE | $4,689 | $4,897-4.2% | $3,786+23.8% | $4,876-3.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,573 | $10,887-58.0% | $8,021-43.0% | $10,886-58.0% |