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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 | $72,396-40.0% | $67,511-35.6% | $145,959-70.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.62% | 7194.07%-7183.4pp | 3517.41%-3506.8pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,111 | $3,071-63.8% | $2,733-59.3% | $4,661-76.2% |
| Participant deferral / active EE | $224 | $4,781-95.3% | $4,000-94.4% | $6,689-96.7% |
| Admin fee / account holder | $1,871 | $5,538-66.2% | $3,999-53.2% | $13,398-86.0% |