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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 | $20,593 | $84,685-75.7% | $73,836-72.1% | $125,389-83.6% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.4%+19.4pp | 83.2%+9.7pp |
| Annual return | 1.93% | 3123.80%-3121.9pp | 2268.06%-2266.1pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,544 | $3,123-50.6% | $2,787-44.6% | $4,866-68.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,745 | $5,694-69.4% | $4,882-64.3% | $9,541-81.7% |