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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 | $72,648 | $150,447-51.7% | $136,298-46.7% | $147,586-50.8% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 10.73% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,393 | $5,256-73.5% | $4,696-70.3% | $4,876-71.4% |
| Participant deferral / active EE | $1,733 | $6,631-73.9% | $6,247-72.3% | $5,439-68.1% |
| Admin fee / account holder | $34,147 | $10,906+213.1% | $9,244+269.4% | $10,886+213.7% |