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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 | $31,188 | $99,011-68.5% | $86,582-64.0% | $147,586-78.9% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 13.76% | 1312.75%-1299.0pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $682 | $3,132-78.2% | $2,839-76.0% | $4,876-86.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,660 | $5,709-18.4% | $4,904-5.0% | $10,886-57.2% |