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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 | $88,815-17.7% | $81,882-10.8% | $145,897-49.9% |
| Participation rate | 95.7% | 75.1%+20.6pp | 72.4%+23.3pp | 80.3%+15.3pp |
| Annual return | 15.74% | 1033.75%-1018.0pp | 779.47%-763.7pp | 552.29%-536.6pp |
| Employer contribution / active EE | $4,517 | $3,086+46.4% | $2,916+54.9% | $4,663-3.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,577 | $8,434+155.8% | $7,360+193.2% | $13,390+61.1% |