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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 | $104,252 | $175,257-40.5% | $149,717-30.4% | $139,456-25.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.31% | 166.70%-154.4pp | 134.41%-122.1pp | 373.45%-361.1pp |
| Employer contribution / active EE | $3,000 | $5,477-45.2% | $4,820-37.8% | $4,753-36.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,767 | $16,156-70.5% | $13,213-63.9% | $11,407-58.2% |