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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 | $43,449 | $72,403-40.0% | $67,524-35.7% | $145,978-70.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.62% | 7197.23%-7186.6pp | 3519.41%-3508.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,111 | $3,072-63.8% | $2,734-59.4% | $4,662-76.2% |
| Participant deferral / active EE | $224 | $4,782-95.3% | $4,001-94.4% | $6,690-96.7% |
| Admin fee / account holder | $1,871 | $5,541-66.2% | $4,001-53.2% | $13,400-86.0% |