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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 | $63,091 | $150,447-58.1% | $136,298-53.7% | $147,586-57.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.68% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,500 | $5,256-52.4% | $4,696-46.8% | $4,876-48.7% |
| Participant deferral / active EE | $394 | $6,631-94.1% | $6,247-93.7% | $5,439-92.8% |
| Admin fee / account holder | $1,647 | $10,906-84.9% | $9,244-82.2% | $10,886-84.9% |