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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 | $53,790 | $56,134-4.2% | $96,171-44.1% | $85,847-37.3% |
| Participation rate | 98.4% | 56.7%+41.7pp | 68.4%+30.0pp | 69.3%+29.1pp |
| Annual return | 72.97% | 42.30%+30.7pp | 192.04%-119.1pp | 318.61%-245.6pp |
| Employer contribution / active EE | $13,227 | $1,620+716.4% | $2,799+372.6% | $2,565+415.6% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $992 | $3,769-73.7% | $5,538-82.1% | $6,261-84.2% |