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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 | $22,252 | $100,895-77.9% | $90,430-75.4% | $158,950-86.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.33% | 1725.54%-1709.2pp | 1293.73%-1277.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $2,123 | $3,689-42.5% | $3,262-34.9% | $4,762-55.4% |
| Participant deferral / active EE | $666 | $4,347-84.7% | $3,963-83.2% | $5,983-88.9% |
| Admin fee / account holder | $2,018 | $6,505-69.0% | $5,613-64.1% | $11,248-82.1% |