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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 | $48,840 | $72,446-32.6% | $67,561-27.7% | $145,877-66.5% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 15.07% | 7211.98%-7196.9pp | 3525.44%-3510.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $8,045 | $3,072+161.9% | $2,735+194.2% | $4,663+72.5% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $502 | $5,541-90.9% | $4,006-87.5% | $13,402-96.3% |