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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 | $36,670 | $99,009-63.0% | $86,581-57.6% | $147,585-75.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.77% | 1312.70%-1292.9pp | 965.06%-945.3pp | 578.58%-558.8pp |
| Employer contribution / active EE | $7,124 | $3,132+127.4% | $2,840+150.9% | $4,876+46.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,352 | $5,709-76.3% | $4,904-72.4% | $10,886-87.6% |