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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 | $25,032 | $169,336-85.2% | $129,384-80.7% | $145,884-82.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.58% | 14408.70%-14393.1pp | 9461.77%-9446.2pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,040 | $5,540-45.1% | $4,153-26.8% | $4,662-34.8% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,953 | $9,912-80.3% | $7,686-74.6% | $13,392-85.4% |