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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 | $6,138 | $88,710-93.1% | $81,783-92.5% | $145,959-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 123.53% | 1027.26%-903.7pp | 775.05%-651.5pp | 561.95%-438.4pp |
| Employer contribution / active EE | $378 | $3,083-87.8% | $2,913-87.0% | $4,661-91.9% |
| Participant deferral / active EE | $385 | $4,645-91.7% | $4,320-91.1% | $6,689-94.2% |
| Admin fee / account holder | $12,693 | $8,407+51.0% | $7,380+72.0% | $13,398-5.3% |