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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 | $94,965 | $72,396+31.2% | $67,511+40.7% | $145,959-34.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 10.14% | 7194.07%-7183.9pp | 3517.41%-3507.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $800 | $4,781-83.3% | $4,000-80.0% | $6,689-88.0% |
| Admin fee / account holder | $12,607 | $5,538+127.6% | $3,999+215.3% | $13,398-5.9% |