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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 | $109,905-73.9% | $98,506-70.9% | $167,553-82.9% |
| Participation rate | 87.0% | 75.8%+11.1pp | 73.3%+13.6pp | 82.1%+4.8pp |
| Annual return | 28.08% | 1960.20%-1932.1pp | 1494.92%-1466.8pp | 478.89%-450.8pp |
| Employer contribution / active EE | $767 | $3,226-76.2% | $2,961-74.1% | $4,840-84.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,457 | $6,760-19.3% | $5,955-8.4% | $12,316-55.7% |