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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 | $56,226 | $106,008-47.0% | $92,240-39.0% | $147,586-61.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 12.36% | 50.05%-37.7pp | 176.29%-163.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $5,083 | $4,333+17.3% | $3,680+38.1% | $4,876+4.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,883 | $6,333+24.5% | $5,194+51.8% | $10,886-27.6% |