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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 | $47,292 | $150,447-68.6% | $136,298-65.3% | $147,586-68.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.24% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,533 | $5,256-70.8% | $4,696-67.4% | $4,876-68.6% |
| Participant deferral / active EE | $1,495 | $6,631-77.5% | $6,247-76.1% | $5,439-72.5% |
| Admin fee / account holder | $5,050 | $10,906-53.7% | $9,244-45.4% | $10,886-53.6% |