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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 | $47,995 | $176,688-72.8% | $130,660-63.3% | $152,909-68.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.63% | 2693.08%-2675.5pp | 1709.29%-1691.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,695 | $5,743-70.5% | $4,092-58.6% | $4,764-64.4% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,475 | $7,131-65.3% | $5,463-54.7% | $11,601-78.7% |