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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 | $25,697 | $88,778-71.1% | $81,844-68.6% | $145,884-82.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 9.57% | 1033.03%-1023.5pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,565 | $3,087-16.9% | $2,916-12.1% | $4,662-45.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,677 | $8,430+2.9% | $7,355+18.0% | $13,392-35.2% |