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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 | $41,368 | $100,895-59.0% | $90,430-54.3% | $158,950-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.23% | 1725.54%-1713.3pp | 1293.73%-1281.5pp | 302.91%-290.7pp |
| Employer contribution / active EE | $900 | $3,689-75.6% | $3,262-72.4% | $4,762-81.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,592 | $6,505-60.2% | $5,613-53.8% | $11,248-77.0% |