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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 | $28,807 | $176,688-83.7% | $130,660-78.0% | $152,909-81.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 15.17% | 2693.08%-2677.9pp | 1709.29%-1694.1pp | 345.46%-330.3pp |
| Employer contribution / active EE | $12,895 | $5,743+124.5% | $4,092+215.1% | $4,764+170.7% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $316 | $7,131-95.6% | $5,463-94.2% | $11,601-97.3% |