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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 | $64,639 | $156,970-58.8% | $121,210-46.7% | $139,487-53.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1477.10%-1466.2pp | 987.41%-976.5pp | 373.84%-362.9pp |
| Employer contribution / active EE | $3,255 | $5,546-41.3% | $4,171-22.0% | $4,755-31.5% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $635 | $6,947-90.9% | $5,647-88.7% | $11,407-94.4% |