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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 | $61,016 | $175,231-65.2% | $149,696-59.2% | $139,466-56.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.04% | 166.77%-149.7pp | 134.46%-117.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $4,500 | $5,478-17.9% | $4,821-6.7% | $4,754-5.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,841 | $16,155-51.5% | $13,212-40.7% | $11,409-31.3% |