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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 | $12,951 | $109,905-88.2% | $98,506-86.9% | $167,553-92.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 19.00% | 1960.20%-1941.2pp | 1494.92%-1475.9pp | 478.89%-459.9pp |
| Employer contribution / active EE | $660 | $3,226-79.5% | $2,961-77.7% | $4,840-86.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $732 | $6,760-89.2% | $5,955-87.7% | $12,316-94.1% |