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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 | $49,494 | $171,865-71.2% | $149,718-66.9% | $147,585-66.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.41% | 2113.29%-2096.9pp | 1501.67%-1485.3pp | 578.56%-562.2pp |
| Employer contribution / active EE | $2,019 | $6,275-67.8% | $5,445-62.9% | $4,876-58.6% |
| Participant deferral / active EE | $2,012 | $7,270-72.3% | $6,569-69.4% | $5,439-63.0% |
| Admin fee / account holder | $7,170 | $13,799-48.0% | $11,283-36.5% | $10,885-34.1% |