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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 | $19,338 | $175,231-89.0% | $149,696-87.1% | $139,466-86.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 166.77%-154.2pp | 134.46%-121.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,462 | $6,521-77.6% | $5,682-74.3% | $6,712-78.2% |
| Admin fee / account holder | $1,667 | $16,155-89.7% | $13,212-87.4% | $11,409-85.4% |