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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 | $41,986 | $109,905-61.8% | $98,506-57.4% | $167,553-74.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.67% | 1960.20%-1949.5pp | 1494.92%-1484.3pp | 478.89%-468.2pp |
| Employer contribution / active EE | $6,592 | $3,226+104.4% | $2,961+122.6% | $4,840+36.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,591 | $6,760-61.7% | $5,955-56.5% | $12,316-79.0% |