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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 | $57,462 | $100,938-43.1% | $90,461-36.5% | $158,982-63.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.53% | 1727.20%-1709.7pp | 1294.76%-1277.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $15,540 | $3,691+321.0% | $3,264+376.1% | $4,763+226.3% |
| Participant deferral / active EE | $357 | $4,350-91.8% | $3,964-91.0% | $5,983-94.0% |
| Admin fee / account holder | $749 | $6,510-88.5% | $5,617-86.7% | $11,252-93.3% |