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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 | $26,171 | $100,938-74.1% | $90,461-71.1% | $158,982-83.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.91% | 1727.20%-1711.3pp | 1294.76%-1278.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $4,038 | $3,691+9.4% | $3,264+23.7% | $4,763-15.2% |
| Participant deferral / active EE | $443 | $4,350-89.8% | $3,964-88.8% | $5,983-92.6% |
| Admin fee / account holder | $543 | $6,510-91.7% | $5,617-90.3% | $11,252-95.2% |