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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 | $97,293 | $185,225-47.5% | $142,898-31.9% | $167,536-41.9% |
| Participation rate | 86.7% | 78.5%+8.2pp | 72.0%+14.7pp | 82.1%+4.6pp |
| Annual return | 15.48% | 8558.12%-8542.6pp | 5639.64%-5624.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $110 | $4,496-97.6% | $3,838-97.1% | $6,342-98.3% |
| Admin fee / account holder | $13,375 | $8,032+66.5% | $6,560+103.9% | $12,315+8.6% |