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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 | $50,416 | $169,161-70.2% | $129,295-61.0% | $145,959-65.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14348.07%-14336.8pp | 9429.28%-9418.0pp | 561.95%-550.7pp |
| Employer contribution / active EE | $485 | $5,543-91.3% | $4,157-88.3% | $4,661-89.6% |
| Participant deferral / active EE | $283 | $4,989-94.3% | $4,169-93.2% | $6,689-95.8% |
| Admin fee / account holder | $397 | $9,878-96.0% | $7,665-94.8% | $13,398-97.0% |