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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 | $169,361-70.2% | $129,397-61.0% | $145,877-65.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14395.54%-14384.3pp | 9453.98%-9442.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $485 | $5,542-91.2% | $4,154-88.3% | $4,663-89.6% |
| Participant deferral / active EE | $283 | $4,987-94.3% | $4,167-93.2% | $6,691-95.8% |
| Admin fee / account holder | $397 | $9,903-96.0% | $7,679-94.8% | $13,402-97.0% |