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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 | $29,954 | $150,447-80.1% | $136,298-78.0% | $147,586-79.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.17% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $12,061 | $5,256+129.5% | $4,696+156.8% | $4,876+147.3% |
| Participant deferral / active EE | $2,005 | $6,631-69.8% | $6,247-67.9% | $5,439-63.1% |
| Admin fee / account holder | $6,642 | $10,906-39.1% | $9,244-28.1% | $10,886-39.0% |