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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 | $55,153 | $99,031-44.3% | $86,597-36.3% | $147,585-62.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.03% | 1312.56%-1300.5pp | 964.96%-952.9pp | 578.57%-566.5pp |
| Employer contribution / active EE | $3,333 | $3,132+6.4% | $2,840+17.4% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $818 | $5,711-85.7% | $4,906-83.3% | $10,885-92.5% |