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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 | $76,780 | $169,336-54.7% | $129,384-40.7% | $145,884-47.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.24% | 14408.70%-14385.5pp | 9461.77%-9438.5pp | 551.85%-528.6pp |
| Employer contribution / active EE | $4,874 | $5,540-12.0% | $4,153+17.3% | $4,662+4.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,344 | $9,912-5.7% | $7,686+21.6% | $13,392-30.2% |