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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 | $73,193 | $150,442-51.3% | $136,295-46.3% | $147,585-50.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.39% | 1049.09%-1030.7pp | 5155.97%-5137.6pp | 578.56%-560.2pp |
| Employer contribution / active EE | $1,897 | $5,256-63.9% | $4,695-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $1,165 | $6,630-82.4% | $6,247-81.4% | $5,439-78.6% |
| Admin fee / account holder | $1,995 | $10,905-81.7% | $9,243-78.4% | $10,885-81.7% |