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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 | $82,865 | $175,259-52.7% | $149,723-44.7% | $139,487-40.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.41% | 166.82%-153.4pp | 134.50%-121.1pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,070 | $5,478-62.2% | $4,821-57.1% | $4,755-56.5% |
| Participant deferral / active EE | $951 | $6,522-85.4% | $5,682-83.3% | $6,713-85.8% |
| Admin fee / account holder | $5,437 | $16,158-66.4% | $13,215-58.9% | $11,407-52.3% |