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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 | $48,839 | $171,867-71.6% | $149,721-67.4% | $147,586-66.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.82% | 2113.36%-2102.5pp | 1501.67%-1490.9pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,802 | $6,275-71.3% | $5,444-66.9% | $4,876-63.1% |
| Participant deferral / active EE | $2,038 | $7,270-72.0% | $6,568-69.0% | $5,439-62.5% |
| Admin fee / account holder | $803 | $13,799-94.2% | $11,282-92.9% | $10,886-92.6% |