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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 | $39,274 | $107,363-63.4% | $92,909-57.7% | $152,897-74.3% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 19.88% | 145.63%-125.7pp | 109.44%-89.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $7,947 | $4,222+88.2% | $3,653+117.5% | $4,764+66.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,820 | $7,082-74.3% | $5,795-68.6% | $11,599-84.3% |