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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 | $21,010 | $88,754-76.3% | $81,820-74.3% | $145,877-85.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.04% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $4,007 | $3,085+29.9% | $2,915+37.5% | $4,663-14.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,531 | $8,424+108.1% | $7,391+137.2% | $13,402+30.8% |