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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 | $43,713 | $114,130-61.7% | $96,192-54.6% | $167,553-73.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 8.67% | 190.07%-181.4pp | 192.09%-183.4pp | 478.89%-470.2pp |
| Employer contribution / active EE | $3,186 | $3,431-7.1% | $2,799+13.8% | $4,840-34.2% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $508 | $6,901-92.6% | $5,539-90.8% | $12,316-95.9% |