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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 | $55,406 | $150,447-63.2% | $136,298-59.3% | $147,586-62.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.60% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,548 | $5,256-70.5% | $4,696-67.0% | $4,876-68.3% |
| Participant deferral / active EE | $1,697 | $6,631-74.4% | $6,247-72.8% | $5,439-68.8% |
| Admin fee / account holder | $23,075 | $10,906+111.6% | $9,244+149.6% | $10,886+112.0% |