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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 | $26,673 | $99,011-73.1% | $86,582-69.2% | $147,586-81.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 20.71% | 1312.75%-1292.0pp | 965.08%-944.4pp | 578.59%-557.9pp |
| Employer contribution / active EE | $2,188 | $3,132-30.1% | $2,839-22.9% | $4,876-55.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,322 | $5,709-59.3% | $4,904-52.7% | $10,886-78.7% |