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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 | $36,312 | $96,123-62.2% | $77,361-53.1% | $198,609-81.7% |
| Participation rate | 81.8% | 81.1%+0.7pp | 75.0%+6.8pp | 82.4%-0.6pp |
| Annual return | 13.88% | 2054.81%-2040.9pp | 1011.54%-997.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $5,985 | $3,791+57.9% | $2,990+100.2% | $5,055+18.4% |
| Participant deferral / active EE | $1,034 | $4,975-79.2% | $3,911-73.5% | $6,977-85.2% |
| Admin fee / account holder | $3,168 | $9,471-66.5% | $5,894-46.2% | $19,030-83.4% |