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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 | $23,203 | $60,139-61.4% | $90,461-74.4% | $79,856-70.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.16% | 71.96%-55.8pp | 1294.76%-1278.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $6,195 | $2,069+199.5% | $3,264+89.8% | $2,471+150.7% |
| Participant deferral / active EE | $229 | $2,939-92.2% | $3,964-94.2% | $3,741-93.9% |
| Admin fee / account holder | $4,391 | $3,978+10.4% | $5,617-21.8% | $5,306-17.3% |