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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 | $107,522 | $155,833-31.0% | $124,693-13.8% | $167,518-35.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.61% | 17.98%+1.6pp | 5144.19%-5124.6pp | 478.71%-459.1pp |
| Employer contribution / active EE | $2,084 | $4,164-50.0% | $3,324-37.3% | $4,838-56.9% |
| Participant deferral / active EE | $1,474 | $5,675-74.0% | $4,615-68.1% | $6,342-76.8% |
| Admin fee / account holder | $1,622 | $9,534-83.0% | $7,494-78.4% | $12,312-86.8% |