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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 | $42,363 | $150,446-71.8% | $136,297-68.9% | $147,585-71.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.68% | 1049.14%-1030.5pp | 5156.19%-5137.5pp | 578.58%-559.9pp |
| Employer contribution / active EE | $1,856 | $5,256-64.7% | $4,696-60.5% | $4,876-61.9% |
| Participant deferral / active EE | $752 | $6,631-88.7% | $6,247-88.0% | $5,439-86.2% |
| Admin fee / account holder | $398 | $10,906-96.4% | $9,244-95.7% | $10,886-96.3% |