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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 | $83,521 | $162,529-48.6% | $130,788-36.1% | $154,746-46.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.09% | 510.48%-497.4pp | 386.44%-373.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $5,141 | $4,447+15.6% | $3,558+44.5% | $4,379+17.4% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,002 | $7,669-47.8% | $6,673-40.0% | $14,365-72.1% |