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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 | $88,778-45.6% | $81,844-41.0% | $145,884-66.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.03% | 1033.03%-1021.0pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,310 | $3,087+7.2% | $2,916+13.5% | $4,662-29.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,143 | $8,430-50.9% | $7,355-43.7% | $13,392-69.1% |