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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 | $88,212 | $58,234+51.5% | $81,783+7.9% | $80,874+9.1% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.4%+24.8pp | 67.6%+29.5pp |
| Annual return | 13.69% | 41.70%-28.0pp | 775.05%-761.4pp | 35.62%-21.9pp |
| Employer contribution / active EE | $8,735 | $2,341+273.1% | $2,913+199.9% | $2,756+217.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,959 | $4,982-40.6% | $7,380-59.9% | $6,935-57.3% |