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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 | $150,447-65.1% | $136,298-61.4% | $147,586-64.4% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 11.33% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.3pp |
| Employer contribution / active EE | $4,150 | $5,256-21.1% | $4,696-11.6% | $4,876-14.9% |
| Participant deferral / active EE | $1,772 | $6,631-73.3% | $6,247-71.6% | $5,439-67.4% |
| Admin fee / account holder | $421 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |