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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 | $129,656 | $217,432-40.4% | $185,849-30.2% | $167,536-22.6% |
| Participation rate | 95.5% | 86.1%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 19.50% | 148.42%-128.9pp | 122.10%-102.6pp | 478.82%-459.3pp |
| Employer contribution / active EE | $12,635 | $5,875+115.1% | $5,169+144.4% | $4,839+161.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,773 | $19,818-70.9% | $16,244-64.5% | $12,315-53.1% |