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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 | $107,587 | $226,090-52.4% | $182,531-41.1% | $152,885-29.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.15% | 192.57%-176.4pp | 148.57%-132.4pp | 345.39%-329.2pp |
| Employer contribution / active EE | $2,500 | $4,978-49.8% | $4,075-38.7% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,649 | $10,705-75.3% | $8,593-69.2% | $11,598-77.2% |