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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 | $50,891 | $99,079-48.6% | $78,002-34.8% | $273,972-81.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 3.03% | 217.93%-214.9pp | 425.99%-423.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $10,214 | $3,308+208.8% | $2,470+313.5% | $4,869+109.8% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,124 | $8,954+91.2% | $5,481+212.4% | $10,133+69.0% |