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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 | $55,309 | $157,304-64.8% | $141,197-60.8% | $152,909-63.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 4792.04% | 64.34%+4727.7pp | 71.41%+4720.6pp | 345.46%+4446.6pp |
| Employer contribution / active EE | $12,064 | $5,263+129.2% | $4,736+154.7% | $4,764+153.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,787 | $12,126-85.3% | $10,265-82.6% | $11,601-84.6% |