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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 | $62,192 | $156,970-60.4% | $121,210-48.7% | $139,487-55.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 1477.10%-1464.0pp | 987.41%-974.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,553 | $5,546-72.0% | $4,171-62.8% | $4,755-67.3% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,941 | $6,947-72.1% | $5,647-65.6% | $11,407-83.0% |