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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 | $74,385 | $88,815-16.2% | $81,882-9.2% | $145,897-49.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.60% | 1033.75%-1015.1pp | 779.47%-760.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $5,531 | $3,086+79.2% | $2,916+89.7% | $4,663+18.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $903 | $8,434-89.3% | $7,360-87.7% | $13,390-93.3% |