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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 | $82,235 | $150,442-45.3% | $136,295-39.7% | $147,585-44.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.32% | 1049.09%-1031.8pp | 5155.97%-5138.7pp | 578.56%-561.2pp |
| Employer contribution / active EE | $2,750 | $5,256-47.7% | $4,695-41.4% | $4,876-43.6% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,033 | $10,905-81.4% | $9,243-78.0% | $10,885-81.3% |