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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 | $88,778-80.8% | $81,844-79.1% | $145,884-88.3% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 13.53% | 1033.03%-1019.5pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,798 | $3,087-9.4% | $2,916-4.1% | $4,662-40.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,862 | $8,430-6.7% | $7,355+6.9% | $13,392-41.3% |