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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 | $18,668 | $100,895-81.5% | $90,430-79.4% | $158,950-88.3% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 19.28% | 1725.54%-1706.3pp | 1293.73%-1274.4pp | 302.91%-283.6pp |
| Employer contribution / active EE | $3,765 | $3,689+2.1% | $3,262+15.4% | $4,762-20.9% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,669 | $6,505-74.4% | $5,613-70.3% | $11,248-85.2% |