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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 | $15,952 | $109,830-85.5% | $98,452-83.8% | $167,497-90.5% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 22.16% | 1957.04%-1934.9pp | 1492.96%-1470.8pp | 478.62%-456.5pp |
| Employer contribution / active EE | $2,019 | $3,224-37.4% | $2,960-31.8% | $4,838-58.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $13,936 | $6,751+106.4% | $5,948+134.3% | $12,310+13.2% |