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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 | $78,675 | $106,008-25.8% | $92,240-14.7% | $147,586-46.7% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 13.42% | 50.05%-36.6pp | 176.29%-162.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $6,429 | $4,333+48.3% | $3,680+74.7% | $4,876+31.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,732 | $6,333-56.9% | $5,194-47.4% | $10,886-74.9% |