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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 | $80,060 | $171,867-53.4% | $149,721-46.5% | $147,586-45.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.61% | 2113.36%-2103.8pp | 1501.67%-1492.1pp | 578.59%-569.0pp |
| Employer contribution / active EE | $3,798 | $6,275-39.5% | $5,444-30.2% | $4,876-22.1% |
| Participant deferral / active EE | $1,779 | $7,270-75.5% | $6,568-72.9% | $5,439-67.3% |
| Admin fee / account holder | $196,190 | $13,799+1321.7% | $11,282+1638.9% | $10,886+1702.3% |