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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 | $18,408 | $99,011-81.4% | $86,582-78.7% | $147,586-87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.94% | 1312.75%-1300.8pp | 965.08%-953.1pp | 578.59%-566.7pp |
| Employer contribution / active EE | $3,259 | $3,132+4.1% | $2,839+14.8% | $4,876-33.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,832 | $5,709-67.9% | $4,904-62.7% | $10,886-83.2% |