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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 | $37,312 | $150,447-75.2% | $136,298-72.6% | $147,586-74.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.52% | 1049.15%-1037.6pp | 5156.27%-5144.7pp | 578.59%-567.1pp |
| Employer contribution / active EE | $2,843 | $5,256-45.9% | $4,696-39.5% | $4,876-41.7% |
| Participant deferral / active EE | $996 | $6,631-85.0% | $6,247-84.1% | $5,439-81.7% |
| Admin fee / account holder | $1,468 | $10,906-86.5% | $9,244-84.1% | $10,886-86.5% |