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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 | $41,632 | $88,710-53.1% | $81,783-49.1% | $145,959-71.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,557 | $3,083-17.1% | $2,913-12.2% | $4,661-45.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,252 | $8,407+45.7% | $7,380+66.0% | $13,398-8.6% |