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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 | $103,708 | $72,426+43.2% | $67,560+53.5% | $145,897-28.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.11% | 7226.78%-7207.7pp | 3533.50%-3514.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,588 | $3,074-15.8% | $2,737-5.4% | $4,663-44.5% |
| Participant deferral / active EE | $815 | $4,785-83.0% | $4,004-79.6% | $6,689-87.8% |
| Admin fee / account holder | $2,453 | $5,514-55.5% | $3,994-38.6% | $13,390-81.7% |