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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 | $157,997 | $100,868+56.6% | $90,414+74.7% | $158,931-0.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 10.69% | 1724.58%-1713.9pp | 1293.19%-1282.5pp | 302.86%-292.2pp |
| Employer contribution / active EE | $3,333 | $3,689-9.6% | $3,262+2.2% | $4,761-30.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,054 | $6,502-53.0% | $5,611-45.6% | $11,247-72.8% |