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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 | $80,423 | $150,445-46.5% | $136,297-41.0% | $147,585-45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.22% | 1049.14%-1035.9pp | 5156.16%-5142.9pp | 578.57%-565.3pp |
| Employer contribution / active EE | $1,107 | $5,256-78.9% | $4,696-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $686 | $6,631-89.7% | $6,247-89.0% | $5,439-87.4% |
| Admin fee / account holder | $311 | $10,906-97.1% | $9,244-96.6% | $10,885-97.1% |