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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 | $37,791 | $150,446-74.9% | $136,297-72.3% | $147,585-74.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.07% | 1049.14%-1024.1pp | 5156.19%-5131.1pp | 578.58%-553.5pp |
| Employer contribution / active EE | $1,175 | $5,256-77.6% | $4,696-75.0% | $4,876-75.9% |
| Participant deferral / active EE | $2,100 | $6,631-68.3% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $3,567 | $10,906-67.3% | $9,244-61.4% | $10,886-67.2% |