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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 | $63,298 | $112,915-43.9% | $90,965-30.4% | $158,950-60.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.72% | 215.75%-201.0pp | 134.57%-119.8pp | 302.91%-288.2pp |
| Employer contribution / active EE | $5,000 | $2,894+72.8% | $2,122+135.6% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,512 | $8,044+92.8% | $5,960+160.3% | $11,248+37.9% |