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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 | $33,148 | $155,833-78.7% | $124,693-73.4% | $167,518-80.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.09% | 17.98%-7.9pp | 5144.19%-5134.1pp | 478.71%-468.6pp |
| Employer contribution / active EE | $8,095 | $4,164+94.4% | $3,324+143.5% | $4,838+67.3% |
| Participant deferral / active EE | $386 | $5,675-93.2% | $4,615-91.6% | $6,342-93.9% |
| Admin fee / account holder | $648 | $9,534-93.2% | $7,494-91.4% | $12,312-94.7% |