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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 | $73,075 | $88,710-17.6% | $81,783-10.6% | $145,959-49.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.4%+23.3pp | 80.3%+15.4pp |
| Annual return | 15.74% | 1027.26%-1011.5pp | 775.05%-759.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $4,517 | $3,083+46.5% | $2,913+55.1% | $4,661-3.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,577 | $8,407+156.7% | $7,380+192.4% | $13,398+61.1% |