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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 | $71,479 | $150,447-52.5% | $136,298-47.6% | $147,586-51.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 12.47% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,294 | $5,256-75.4% | $4,696-72.4% | $4,876-73.5% |
| Participant deferral / active EE | $1,841 | $6,631-72.2% | $6,247-70.5% | $5,439-66.1% |
| Admin fee / account holder | $18,657 | $10,906+71.1% | $9,244+101.8% | $10,886+71.4% |