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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 | $48,476 | $155,833-68.9% | $124,693-61.1% | $167,536-71.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.50% | 17.98%-4.5pp | 5144.19%-5130.7pp | 478.82%-465.3pp |
| Employer contribution / active EE | $10,923 | $4,164+162.3% | $3,324+228.6% | $4,839+125.7% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $401 | $9,534-95.8% | $7,494-94.6% | $12,315-96.7% |