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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 | $62,090 | $96,691-35.8% | $86,656-28.3% | $139,487-55.5% |
| Participation rate | 91.7% | 74.4%+17.2pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 20.61% | 106.87%-86.3pp | 593.09%-572.5pp | 373.84%-353.2pp |
| Employer contribution / active EE | $1,667 | $3,267-49.0% | $3,025-44.9% | $4,755-64.9% |
| Participant deferral / active EE | $390 | $4,838-91.9% | $4,439-91.2% | $6,713-94.2% |
| Admin fee / account holder | $1,648 | $6,414-74.3% | $5,619-70.7% | $11,407-85.6% |