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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 | $30,859 | $58,927-47.6% | $76,823-59.8% | $72,983-57.7% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.68% | 2305.64%-2285.0pp | 1166.42%-1145.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $2,869 | $1,787+60.6% | $2,302+24.6% | $2,440+17.6% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,880 | $4,013+71.4% | $6,422+7.1% | $5,124+34.3% |