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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 | $19,875 | $150,435-86.8% | $120,580-83.5% | $145,897-86.4% |
| Participation rate | 92.3% | 78.8%+13.5pp | 72.0%+20.4pp | 80.3%+12.0pp |
| Annual return | 13.63% | 154.60%-141.0pp | 107.48%-93.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $966 | $4,352-77.8% | $3,469-72.2% | $4,663-79.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,382 | $12,182-55.8% | $9,418-42.9% | $13,390-59.8% |