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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 | $20,925 | $96,419-78.3% | $80,648-74.1% | $139,487-85.0% |
| Participation rate | 95.8% | 73.6%+22.2pp | 67.0%+28.8pp | 80.3%+15.5pp |
| Annual return | 16.97% | 1352.86%-1335.9pp | 937.21%-920.2pp | 373.84%-356.9pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $765 | $5,225-85.4% | $4,443-82.8% | $6,713-88.6% |
| Admin fee / account holder | $558 | $6,605-91.6% | $5,382-89.6% | $11,407-95.1% |