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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 | $80,983 | $88,815-8.8% | $81,882-1.1% | $145,897-44.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 17.91% | 1033.75%-1015.8pp | 779.47%-761.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,517 | $3,086-50.9% | $2,916-48.0% | $4,663-67.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,327 | $8,434-72.4% | $7,360-68.4% | $13,390-82.6% |