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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 | $41,404 | $109,905-62.3% | $98,506-58.0% | $167,553-75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.96% | 1960.20%-1941.2pp | 1494.92%-1476.0pp | 478.89%-459.9pp |
| Employer contribution / active EE | $3,669 | $3,226+13.7% | $2,961+23.9% | $4,840-24.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,153 | $6,760-82.9% | $5,955-80.6% | $12,316-90.6% |