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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 | $60,481 | $81,763-26.0% | $58,561+3.3% | $139,466-56.6% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 7.94% | 7427.77%-7419.8pp | 4251.33%-4243.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $342 | $1,398-75.5% | $1,053-67.5% | $4,754-92.8% |
| Participant deferral / active EE | $30 | $2,555-98.8% | $1,923-98.4% | $6,712-99.6% |
| Admin fee / account holder | $41,459 | $3,273+1166.6% | $2,520+1544.9% | $11,409+263.4% |