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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 | $38,528 | $57,305-32.8% | $86,640-55.5% | $75,173-48.7% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 13.68% | 2674.24%-2660.6pp | 592.52%-578.8pp | 160.72%-147.0pp |
| Employer contribution / active EE | $2,381 | $2,316+2.8% | $3,024-21.3% | $2,671-10.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,026 | $4,116+70.7% | $5,616+25.1% | $5,651+24.3% |