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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 | $56,020 | $99,031-43.4% | $86,597-35.3% | $147,585-62.0% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 19.10% | 1312.56%-1293.5pp | 964.96%-945.9pp | 578.57%-559.5pp |
| Employer contribution / active EE | $5,288 | $3,132+68.8% | $2,840+86.2% | $4,876+8.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,461 | $5,711-21.9% | $4,906-9.1% | $10,885-59.0% |