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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 | $35,242 | $109,872-67.9% | $98,483-64.2% | $167,536-79.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.33% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $9,848 | $3,225+205.3% | $2,961+232.6% | $4,839+103.5% |
| Participant deferral / active EE | $772 | $4,673-83.5% | $4,276-81.9% | $6,342-87.8% |
| Admin fee / account holder | $1,762 | $6,757-73.9% | $5,953-70.4% | $12,315-85.7% |