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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 | $91,341 | $88,778+2.9% | $81,844+11.6% | $145,884-37.4% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 10.02% | 1033.03%-1023.0pp | 778.87%-768.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $4,240 | $3,087+37.3% | $2,916+45.4% | $4,662-9.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,185 | $8,430-14.8% | $7,355-2.3% | $13,392-46.3% |