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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 | $64,089 | $88,778-27.8% | $81,844-21.7% | $145,884-56.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 16.44% | 1033.03%-1016.6pp | 778.87%-762.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,500 | $3,087-19.0% | $2,916-14.3% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $406 | $8,430-95.2% | $7,355-94.5% | $13,392-97.0% |