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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 | $84,397 | $180,462-53.2% | $154,111-45.2% | $135,379-37.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.68% | 888.17%-876.5pp | 735.18%-723.5pp | 519.79%-508.1pp |
| Employer contribution / active EE | $5,320 | $6,036-11.9% | $5,298+0.4% | $4,779+11.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,885 | $16,145-69.7% | $13,411-63.6% | $10,828-54.9% |