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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 | $52,936 | $102,595-48.4% | $94,057-43.7% | $154,746-65.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.67% | 583.42%-569.7pp | 480.62%-466.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,586 | $3,147-17.8% | $2,933-11.8% | $4,379-40.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,196 | $7,736-32.8% | $7,244-28.3% | $14,365-63.8% |