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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 | $53,398 | $100,911-47.1% | $90,440-41.0% | $158,966-66.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 26.06% | 1726.62%-1700.6pp | 1294.38%-1268.3pp | 302.95%-276.9pp |
| Employer contribution / active EE | $2,040 | $3,690-44.7% | $3,263-37.5% | $4,762-57.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,817 | $6,507-26.0% | $5,615-14.2% | $11,250-57.2% |