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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 | $75,518 | $96,419-21.7% | $80,648-6.4% | $139,487-45.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1352.86%-1340.0pp | 937.21%-924.4pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,007 | $3,261-69.1% | $2,724-63.0% | $4,755-78.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,739 | $6,605-13.1% | $5,382+6.6% | $11,407-49.7% |