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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 | $5,122 | $88,778-94.2% | $81,844-93.7% | $145,884-96.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.18% | 1033.03%-1014.8pp | 778.87%-760.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $3,091 | $3,087+0.1% | $2,916+6.0% | $4,662-33.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,540 | $8,430+48.8% | $7,355+70.5% | $13,392-6.4% |