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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 | $59,068 | $97,881-39.7% | $80,004-26.2% | $125,389-52.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 606.92% | 9.36%+597.6pp | 7.63%+599.3pp | 282.24%+324.7pp |
| Employer contribution / active EE | $2,341 | $3,128-25.1% | $2,473-5.3% | $4,866-51.9% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,769 | $6,278-40.0% | $5,033-25.1% | $9,541-60.5% |