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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 | $23,786 | $109,872-78.4% | $98,483-75.8% | $167,536-85.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 12.89% | 1959.31%-1946.4pp | 1494.38%-1481.5pp | 478.82%-465.9pp |
| Employer contribution / active EE | $818 | $3,225-74.6% | $2,961-72.4% | $4,839-83.1% |
| Participant deferral / active EE | $714 | $4,673-84.7% | $4,276-83.3% | $6,342-88.7% |
| Admin fee / account holder | $8,472 | $6,757+25.4% | $5,953+42.3% | $12,315-31.2% |