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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 | $52,580 | $150,442-65.0% | $136,295-61.4% | $147,585-64.4% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 11.33% | 1049.09%-1037.8pp | 5155.97%-5144.6pp | 578.56%-567.2pp |
| Employer contribution / active EE | $4,150 | $5,256-21.0% | $4,695-11.6% | $4,876-14.9% |
| Participant deferral / active EE | $1,772 | $6,630-73.3% | $6,247-71.6% | $5,439-67.4% |
| Admin fee / account holder | $421 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |