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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 | $68,550 | $171,867-60.1% | $149,721-54.2% | $147,586-53.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 12.52% | 2113.36%-2100.8pp | 1501.67%-1489.2pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,213 | $7,270-83.3% | $6,568-81.5% | $5,439-77.7% |
| Admin fee / account holder | $712 | $13,799-94.8% | $11,282-93.7% | $10,886-93.5% |