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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 | $20,940 | $109,905-80.9% | $98,506-78.7% | $167,553-87.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 18.97% | 1960.20%-1941.2pp | 1494.92%-1476.0pp | 478.89%-459.9pp |
| Employer contribution / active EE | $2,245 | $3,226-30.4% | $2,961-24.2% | $4,840-53.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,129 | $6,760-68.5% | $5,955-64.3% | $12,316-82.7% |