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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 | $36,817 | $88,815-58.5% | $81,882-55.0% | $145,897-74.8% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 12.53% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,661 | $3,086+18.6% | $2,916+25.5% | $4,663-21.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,714 | $8,434-79.7% | $7,360-76.7% | $13,390-87.2% |