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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 | $22,893 | $88,778-74.2% | $81,844-72.0% | $145,884-84.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.40% | 1033.03%-1022.6pp | 778.87%-768.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,830 | $3,087-8.3% | $2,916-3.0% | $4,662-39.3% |
| Participant deferral / active EE | $647 | $4,648-86.1% | $4,323-85.0% | $6,690-90.3% |
| Admin fee / account holder | $836 | $8,430-90.1% | $7,355-88.6% | $13,392-93.8% |