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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 | $42,607 | $103,000-58.6% | $90,300-52.8% | $152,885-72.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 25.37% | 95.19%-69.8pp | 78.11%-52.7pp | 345.39%-320.0pp |
| Employer contribution / active EE | $4,970 | $3,138+58.4% | $2,854+74.1% | $4,763+4.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,555 | $6,173-74.8% | $5,353-70.9% | $11,598-86.6% |