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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 | $69,927 | $102,422-31.7% | $147,117-52.5% | $80,959-13.6% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 15.76% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $5,844 | $3,717+57.2% | $4,932+18.5% | $2,757+111.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,648 | $7,953-16.4% | $12,993-48.8% | $6,925-4.0% |