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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 | $41,057 | $138,076-70.3% | $123,553-66.8% | $135,380-69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.60% | 153.70%-149.1pp | 119.21%-114.6pp | 519.81%-515.2pp |
| Employer contribution / active EE | $1,782 | $5,152-65.4% | $4,628-61.5% | $4,779-62.7% |
| Participant deferral / active EE | $1,782 | $6,800-73.8% | $6,426-72.3% | $5,609-68.2% |
| Admin fee / account holder | $915 | $10,917-91.6% | $9,284-90.1% | $10,828-91.6% |