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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 | $109,905-85.5% | $98,506-83.8% | $167,553-90.5% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 22.16% | 1960.20%-1938.0pp | 1494.92%-1472.8pp | 478.89%-456.7pp |
| Employer contribution / active EE | $2,019 | $3,226-37.4% | $2,961-31.8% | $4,840-58.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,936 | $6,760+106.2% | $5,955+134.0% | $12,316+13.2% |