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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 | $39,914 | $99,011-59.7% | $86,582-53.9% | $147,586-73.0% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 17.07% | 1312.75%-1295.7pp | 965.08%-948.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $3,934 | $3,132+25.6% | $2,839+38.6% | $4,876-19.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,620 | $5,709-54.1% | $4,904-46.6% | $10,886-75.9% |