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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 | $16,011 | $57,305-72.1% | $86,640-81.5% | $75,173-78.7% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 16.63% | 2674.24%-2657.6pp | 592.52%-575.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,238 | $2,316-3.4% | $3,024-26.0% | $2,671-16.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,798 | $4,116-56.3% | $5,616-68.0% | $5,651-68.2% |