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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 | $206,369 | $108,695+89.9% | $74,722+176.2% | $152,897+35.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 17.65% | 114.11%-96.5pp | 753.11%-735.5pp | 345.43%-327.8pp |
| Employer contribution / active EE | $13 | $1,504-99.1% | $1,084-98.8% | $4,764-99.7% |
| Participant deferral / active EE | $15 | $2,712-99.4% | $1,963-99.2% | $5,851-99.7% |
| Admin fee / account holder | $575 | $4,906-88.3% | $3,335-82.7% | $11,599-95.0% |