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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 | $33,902 | $150,442-77.5% | $136,295-75.1% | $147,585-77.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.14% | 1049.09%-1031.9pp | 5155.97%-5138.8pp | 578.56%-561.4pp |
| Employer contribution / active EE | $4,199 | $5,256-20.1% | $4,695-10.6% | $4,876-13.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $720 | $10,905-93.4% | $9,243-92.2% | $10,885-93.4% |