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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 | $17,066 | $88,754-80.8% | $81,820-79.1% | $145,877-88.3% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 13.53% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,798 | $3,085-9.3% | $2,915-4.0% | $4,663-40.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,862 | $8,424-6.7% | $7,391+6.4% | $13,402-41.3% |