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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 | $18,636 | $99,031-81.2% | $86,597-78.5% | $147,585-87.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.02% | 1312.56%-1303.5pp | 964.96%-955.9pp | 578.57%-569.5pp |
| Employer contribution / active EE | $923 | $3,132-70.5% | $2,840-67.5% | $4,876-81.1% |
| Participant deferral / active EE | $417 | $3,972-89.5% | $3,609-88.5% | $5,439-92.3% |
| Admin fee / account holder | $2,945 | $5,711-48.4% | $4,906-40.0% | $10,885-72.9% |