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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 | $84,017 | $150,447-44.2% | $136,298-38.4% | $147,586-43.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.51% | 1049.15%-1036.6pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,986 | $6,631-70.1% | $6,247-68.2% | $5,439-63.5% |
| Admin fee / account holder | $2,354 | $10,906-78.4% | $9,244-74.5% | $10,886-78.4% |