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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 | $73,814 | $90,607-18.5% | $79,467-7.1% | $135,380-45.5% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | 9.52% | 977.74%-968.2pp | 718.30%-708.8pp | 519.81%-510.3pp |
| Employer contribution / active EE | $3,328 | $3,068+8.5% | $2,800+18.9% | $4,779-30.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,016 | $5,895-31.9% | $5,104-21.3% | $10,828-62.9% |