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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 | $59,449 | $171,867-65.4% | $149,716-60.3% | $147,585-59.7% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 18.36% | 2113.36%-2095.0pp | 1501.67%-1483.3pp | 578.58%-560.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $195 | $7,270-97.3% | $6,568-97.0% | $5,439-96.4% |
| Admin fee / account holder | $455 | $13,799-96.7% | $11,282-96.0% | $10,886-95.8% |