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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 | $52,233 | $100,938-48.3% | $90,461-42.3% | $158,982-67.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.89% | 1727.20%-1717.3pp | 1294.76%-1284.9pp | 302.99%-293.1pp |
| Employer contribution / active EE | $4,430 | $3,691+20.0% | $3,264+35.7% | $4,763-7.0% |
| Participant deferral / active EE | $472 | $4,350-89.1% | $3,964-88.1% | $5,983-92.1% |
| Admin fee / account holder | $7,260 | $6,510+11.5% | $5,617+29.3% | $11,252-35.5% |