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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 | $97,285 | $109,872-11.5% | $98,483-1.2% | $167,536-41.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 18.79% | 1959.31%-1940.5pp | 1494.38%-1475.6pp | 478.82%-460.0pp |
| Employer contribution / active EE | $4,294 | $3,225+33.1% | $2,961+45.0% | $4,839-11.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,877 | $6,757-57.4% | $5,953-51.7% | $12,315-76.6% |