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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 | $102,393-31.7% | $147,041-52.4% | $80,911-13.6% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 15.76% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $5,844 | $3,715+57.3% | $4,935+18.4% | $2,756+112.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,648 | $7,943-16.3% | $13,006-48.9% | $6,935-4.1% |