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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 | $28,644 | $109,830-73.9% | $98,452-70.9% | $167,497-82.9% |
| Participation rate | 87.0% | 75.8%+11.1pp | 73.3%+13.6pp | 82.1%+4.9pp |
| Annual return | 28.08% | 1957.04%-1929.0pp | 1492.96%-1464.9pp | 478.62%-450.5pp |
| Employer contribution / active EE | $767 | $3,224-76.2% | $2,960-74.1% | $4,838-84.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,457 | $6,751-19.2% | $5,948-8.3% | $12,310-55.7% |