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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 | $57,496 | $88,754-35.2% | $81,820-29.7% | $145,877-60.6% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 14.74% | 1031.77%-1017.0pp | 777.93%-763.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $9,216 | $3,085+198.7% | $2,915+216.2% | $4,663+97.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,362 | $8,424-12.6% | $7,391-0.4% | $13,402-45.1% |