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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 | $17,617 | $99,031-82.2% | $86,597-79.7% | $147,585-88.1% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 18.03% | 1312.56%-1294.5pp | 964.96%-946.9pp | 578.57%-560.5pp |
| Employer contribution / active EE | $5,529 | $3,132+76.5% | $2,840+94.7% | $4,876+13.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,887 | $5,711-67.0% | $4,906-61.5% | $10,885-82.7% |