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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 | $62,156 | $114,130-45.5% | $96,192-35.4% | $167,553-62.9% |
| Participation rate | 70.6% | 75.1%-4.5pp | 68.4%+2.1pp | 82.1%-11.5pp |
| Annual return | 36.78% | 190.07%-153.3pp | 192.09%-155.3pp | 478.89%-442.1pp |
| Employer contribution / active EE | $483 | $3,431-85.9% | $2,799-82.7% | $4,840-90.0% |
| Participant deferral / active EE | $637 | $5,198-87.7% | $4,351-85.4% | $6,343-90.0% |
| Admin fee / account holder | $4,940 | $6,901-28.4% | $5,539-10.8% | $12,316-59.9% |