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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 | $51,150 | $150,447-66.0% | $136,298-62.5% | $147,586-65.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.95% | 1049.15%-1036.2pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,052 | $5,256-61.0% | $4,696-56.3% | $4,876-57.9% |
| Participant deferral / active EE | $2,097 | $6,631-68.4% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $952 | $10,906-91.3% | $9,244-89.7% | $10,886-91.3% |