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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 | $27,548 | $99,011-72.2% | $86,582-68.2% | $147,586-81.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.37% | 1312.75%-1300.4pp | 965.08%-952.7pp | 578.59%-566.2pp |
| Employer contribution / active EE | $4,077 | $3,132+30.2% | $2,839+43.6% | $4,876-16.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $335 | $5,709-94.1% | $4,904-93.2% | $10,886-96.9% |