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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 | $26,519 | $73,421-63.9% | $66,439-60.1% | $155,188-82.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 9.72% | 1382.37%-1372.6pp | 757.66%-747.9pp | 148.84%-139.1pp |
| Employer contribution / active EE | $2,547 | $3,039-16.2% | $2,637-3.4% | $4,248-40.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $523 | $8,856-94.1% | $6,173-91.5% | $14,480-96.4% |