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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 | $62,524 | $102,382-38.9% | $147,005-57.5% | $80,874-22.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.4pp | 67.6%+29.0pp |
| Annual return | 41.88% | 134.89%-93.0pp | 418.76%-376.9pp | 35.62%+6.3pp |
| Employer contribution / active EE | $3,705 | $3,715-0.3% | $4,934-24.9% | $2,756+34.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,765 | $7,942-65.2% | $13,006-78.7% | $6,935-60.1% |