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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 | $173,526-56.1% | $136,072-44.0% | $145,884-47.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 21.99% | 1167.12%-1145.1pp | 580.46%-558.5pp | 551.85%-529.9pp |
| Employer contribution / active EE | $10,729 | $5,285+103.0% | $4,216+154.5% | $4,662+130.1% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,527 | $9,665-32.5% | $6,718-2.8% | $13,392-51.3% |