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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 | $32,281 | $72,465-55.5% | $67,575-52.2% | $145,884-77.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 10.31% | 7222.56%-7212.3pp | 3528.98%-3518.7pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,446 | $3,074-20.4% | $2,736-10.6% | $4,662-47.5% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $705 | $5,515-87.2% | $3,993-82.3% | $13,392-94.7% |