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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 | $72,845 | $169,336-57.0% | $129,384-43.7% | $145,884-50.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.41% | 14408.70%-14398.3pp | 9461.77%-9451.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,157 | $5,540-6.9% | $4,153+24.2% | $4,662+10.6% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $69,224 | $9,912+598.4% | $7,686+800.7% | $13,392+416.9% |