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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 | $49,330 | $108,685-54.6% | $74,719-34.0% | $152,885-67.7% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.5%-7.5pp |
| Annual return | 25.70% | 114.09%-88.4pp | 753.05%-727.4pp | 345.39%-319.7pp |
| Employer contribution / active EE | $9,210 | $1,504+512.4% | $1,084+749.6% | $4,763+93.4% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,080 | $4,905-57.6% | $3,334-37.6% | $11,598-82.1% |