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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 | $57,411 | $72,465-20.8% | $67,575-15.0% | $145,884-60.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.51% | 7222.56%-7213.0pp | 3528.98%-3519.5pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $356 | $4,786-92.6% | $4,003-91.1% | $6,690-94.7% |
| Admin fee / account holder | $25,521 | $5,515+362.7% | $3,993+539.2% | $13,392+90.6% |