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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 | $34,734 | $81,208-57.2% | $98,920-64.9% | $79,852-56.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 260.64% | 60.99%+199.6pp | 196.47%+64.2pp | 31.72%+228.9pp |
| Employer contribution / active EE | $21,760 | $1,960+1010.4% | $2,689+709.1% | $2,471+780.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15,260 | $6,013+153.8% | $6,643+129.7% | $5,306+187.6% |