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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 | $72,403+31.2% | $67,524+40.6% | $145,978-34.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 10.14% | 7197.23%-7187.1pp | 3519.41%-3509.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $800 | $4,782-83.3% | $4,001-80.0% | $6,690-88.0% |
| Admin fee / account holder | $12,607 | $5,541+127.5% | $4,001+215.1% | $13,400-5.9% |