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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 | $76,165 | $168,626-54.8% | $133,698-43.0% | $145,897-47.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 21.99% | 1168.99%-1147.0pp | 580.90%-558.9pp | 552.29%-530.3pp |
| Employer contribution / active EE | $10,729 | $5,290+102.8% | $4,218+154.4% | $4,663+130.1% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,527 | $9,638-32.3% | $6,703-2.6% | $13,390-51.3% |