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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 | $38,235 | $90,607-57.8% | $79,467-51.9% | $135,380-71.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.73% | 977.74%-967.0pp | 718.30%-707.6pp | 519.81%-509.1pp |
| Employer contribution / active EE | $1,004 | $3,068-67.3% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $516 | $4,050-87.3% | $3,704-86.1% | $5,609-90.8% |
| Admin fee / account holder | $1,481 | $5,895-74.9% | $5,104-71.0% | $10,828-86.3% |