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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 | $31,990 | $88,702-63.9% | $81,780-60.9% | $145,978-78.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 20.40% | 1029.12%-1008.7pp | 776.27%-755.9pp | 550.52%-530.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $506 | $4,645-89.1% | $4,321-88.3% | $6,690-92.4% |
| Admin fee / account holder | $9,035 | $8,414+7.4% | $7,384+22.4% | $13,400-32.6% |