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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 | $55,868 | $96,678-42.2% | $86,640-35.5% | $139,466-59.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 15.93% | 106.69%-90.8pp | 592.52%-576.6pp | 373.66%-357.7pp |
| Employer contribution / active EE | $3,560 | $3,265+9.0% | $3,024+17.7% | $4,754-25.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,930 | $6,410-54.3% | $5,616-47.8% | $11,409-74.3% |