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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 | $25,913 | $68,880-62.4% | $120,580-78.5% | $80,959-68.0% |
| Participation rate | 77.6% | 61.7%+15.9pp | 72.0%+5.7pp | 67.7%+10.0pp |
| Annual return | 499.55% | 23.68%+475.9pp | 107.48%+392.1pp | 35.67%+463.9pp |
| Employer contribution / active EE | $5,310 | $2,066+157.0% | $3,469+53.0% | $2,757+92.6% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,046 | $5,785-30.1% | $9,418-57.0% | $6,925-41.6% |