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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 | $23,315 | $88,778-73.7% | $81,844-71.5% | $145,884-84.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.81% | 1033.03%-1022.2pp | 778.87%-768.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $6,298 | $3,087+104.0% | $2,916+115.9% | $4,662+35.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,787 | $8,430+51.7% | $7,355+73.8% | $13,392-4.5% |