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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 | $87,339 | $159,934-45.4% | $147,005-40.6% | $145,959-40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.10% | 98.24%-78.1pp | 418.76%-398.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $2,174 | $5,287-58.9% | $4,934-55.9% | $4,661-53.4% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,625 | $15,053-75.9% | $13,006-72.1% | $13,398-72.9% |