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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 | $72,142 | $124,330-42.0% | $109,173-33.9% | $167,536-56.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 230.96% | 26.04%+204.9pp | 25.75%+205.2pp | 478.82%-247.9pp |
| Employer contribution / active EE | $2,317 | $4,209-45.0% | $3,723-37.8% | $4,839-52.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,535 | $7,974-43.1% | $6,755-32.9% | $12,315-63.2% |