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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 | $100,247 | $109,905-8.8% | $98,506+1.8% | $167,553-40.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.85% | 1960.20%-1928.4pp | 1494.92%-1463.1pp | 478.89%-447.0pp |
| Employer contribution / active EE | $3,392 | $3,226+5.2% | $2,961+14.6% | $4,840-29.9% |
| Participant deferral / active EE | $94 | $4,674-98.0% | $4,277-97.8% | $6,343-98.5% |
| Admin fee / account holder | $2,568 | $6,760-62.0% | $5,955-56.9% | $12,316-79.2% |