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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 | $34,623 | $138,102-74.9% | $125,381-72.4% | $134,532-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.94% | 750.73%-749.8pp | 572.31%-571.4pp | 418.27%-417.3pp |
| Employer contribution / active EE | $2,373 | $5,245-54.8% | $4,815-50.7% | $4,741-49.9% |
| Participant deferral / active EE | $2,373 | $7,801-69.6% | $7,448-68.1% | $6,401-62.9% |
| Admin fee / account holder | $101,718 | $11,568+779.3% | $10,007+916.5% | $11,429+790.0% |