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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 | $38,278 | $169,356-77.4% | $129,406-70.4% | $145,897-73.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.13% | 14418.62%-14402.5pp | 9468.18%-9452.0pp | 552.29%-536.2pp |
| Employer contribution / active EE | $13,344 | $5,542+140.8% | $4,155+221.1% | $4,663+186.2% |
| Participant deferral / active EE | $271 | $4,987-94.6% | $4,167-93.5% | $6,689-96.0% |
| Admin fee / account holder | $1,213 | $9,915-87.8% | $7,689-84.2% | $13,390-90.9% |