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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 | $23,081 | $72,465-68.1% | $67,575-65.8% | $145,884-84.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.79% | 7222.56%-7204.8pp | 3528.98%-3511.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,872 | $3,074-6.5% | $2,736+5.0% | $4,662-38.4% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $426 | $5,515-92.3% | $3,993-89.3% | $13,392-96.8% |