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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 | $36,579 | $209,888-82.6% | $189,545-80.7% | $167,553-78.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 17.57% | 748.66%-731.1pp | 555.36%-537.8pp | 478.89%-461.3pp |
| Employer contribution / active EE | $3,527 | $6,915-49.0% | $6,162-42.8% | $4,840-27.1% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,729 | $14,300-87.9% | $12,049-85.6% | $12,316-86.0% |