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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 | $24,306 | $124,175-80.4% | $108,405-77.6% | $167,536-85.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.29% | 1380.13%-1367.8pp | 905.55%-893.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,794 | $4,188-57.2% | $3,559-49.6% | $4,839-62.9% |
| Participant deferral / active EE | $1,545 | $6,908-77.6% | $6,563-76.5% | $6,342-75.6% |
| Admin fee / account holder | $376 | $9,457-96.0% | $7,297-94.8% | $12,315-96.9% |