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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 | $43,012 | $96,388-55.4% | $80,627-46.7% | $139,466-69.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 1352.08%-1330.7pp | 936.76%-915.4pp | 373.66%-352.3pp |
| Employer contribution / active EE | $14,632 | $3,260+348.9% | $2,723+437.4% | $4,754+207.8% |
| Participant deferral / active EE | $692 | $5,224-86.8% | $4,443-84.4% | $6,712-89.7% |
| Admin fee / account holder | $2,002 | $6,603-69.7% | $5,381-62.8% | $11,409-82.4% |