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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 | $47,778 | $88,778-46.2% | $81,844-41.6% | $145,884-67.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 11.75% | 1033.03%-1021.3pp | 778.87%-767.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $6,892 | $3,087+123.2% | $2,916+136.3% | $4,662+47.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,733 | $8,430+86.6% | $7,355+113.9% | $13,392+17.5% |