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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 | $59,623 | $150,446-60.4% | $136,297-56.3% | $147,585-59.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.77% | 1049.14%-1038.4pp | 5156.19%-5145.4pp | 578.58%-567.8pp |
| Employer contribution / active EE | $10,000 | $5,256+90.2% | $4,696+113.0% | $4,876+105.1% |
| Participant deferral / active EE | $225 | $6,631-96.6% | $6,247-96.4% | $5,439-95.9% |
| Admin fee / account holder | $1,952 | $10,906-82.1% | $9,244-78.9% | $10,886-82.1% |