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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 | $88,754-93.1% | $81,820-92.5% | $145,877-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 123.53% | 1031.77%-908.2pp | 777.93%-654.4pp | 551.28%-427.8pp |
| Employer contribution / active EE | $378 | $3,085-87.8% | $2,915-87.0% | $4,663-91.9% |
| Participant deferral / active EE | $385 | $4,648-91.7% | $4,323-91.1% | $6,691-94.2% |
| Admin fee / account holder | $12,693 | $8,424+50.7% | $7,391+71.7% | $13,402-5.3% |