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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 | $124,367 | $175,259-29.0% | $149,723-16.9% | $139,487-10.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.70% | 166.82%-138.1pp | 134.50%-105.8pp | 373.84%-345.1pp |
| Employer contribution / active EE | $1,875 | $5,478-65.8% | $4,821-61.1% | $4,755-60.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $24,939 | $16,158+54.3% | $13,215+88.7% | $11,407+118.6% |