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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 | $100,895-43.0% | $90,430-36.5% | $158,950-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.53% | 1725.54%-1708.0pp | 1293.73%-1276.2pp | 302.91%-285.4pp |
| Employer contribution / active EE | $15,540 | $3,689+321.3% | $3,262+376.4% | $4,762+226.3% |
| Participant deferral / active EE | $357 | $4,347-91.8% | $3,963-91.0% | $5,983-94.0% |
| Admin fee / account holder | $749 | $6,505-88.5% | $5,613-86.7% | $11,248-93.3% |