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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 | $48,973 | $63,342-22.7% | $92,236-46.9% | $70,131-30.2% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 24.54% | 530.15%-505.6pp | 176.29%-151.7pp | 73.14%-48.6pp |
| Employer contribution / active EE | $15,425 | $2,471+524.2% | $3,679+319.2% | $2,342+558.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,607 | $3,840-6.1% | $5,194-30.5% | $4,645-22.3% |