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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 | $25,659 | $100,895-74.6% | $90,430-71.6% | $158,950-83.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.02% | 1725.54%-1712.5pp | 1293.73%-1280.7pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,155 | $3,689-41.6% | $3,262-33.9% | $4,762-54.7% |
| Participant deferral / active EE | $322 | $4,347-92.6% | $3,963-91.9% | $5,983-94.6% |
| Admin fee / account holder | $692 | $6,505-89.4% | $5,613-87.7% | $11,248-93.8% |