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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 | $117,240 | $70,121+67.2% | $63,803+83.8% | $138,895-15.6% |
| Participation rate | 91.7% | 77.2%+14.5pp | 72.7%+19.0pp | 79.9%+11.7pp |
| Annual return | 10.81% | 946.48%-935.7pp | 543.72%-532.9pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,083 | $2,882-27.7% | $2,532-17.7% | $4,194-50.3% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,175 | $6,738-38.0% | $5,196-19.7% | $12,562-66.8% |