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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 | $28,472 | $150,447-81.1% | $136,298-79.1% | $147,586-80.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.16% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,538 | $5,256-70.7% | $4,696-67.3% | $4,876-68.5% |
| Participant deferral / active EE | $1,845 | $6,631-72.2% | $6,247-70.5% | $5,439-66.1% |
| Admin fee / account holder | $1,939 | $10,906-82.2% | $9,244-79.0% | $10,886-82.2% |