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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 | $48,267 | $88,702-45.6% | $81,780-41.0% | $145,978-66.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.03% | 1029.12%-1017.1pp | 776.27%-764.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,310 | $3,084+7.3% | $2,914+13.6% | $4,662-29.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,143 | $8,414-50.8% | $7,384-43.9% | $13,400-69.1% |