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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 | $69,408 | $72,446-4.2% | $67,561+2.7% | $145,877-52.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.12% | 7211.98%-7201.9pp | 3525.44%-3515.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,357 | $3,072-23.3% | $2,735-13.8% | $4,663-49.4% |
| Participant deferral / active EE | $753 | $4,785-84.3% | $4,003-81.2% | $6,691-88.7% |
| Admin fee / account holder | $20,459 | $5,541+269.2% | $4,006+410.8% | $13,402+52.7% |