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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 | $46,723 | $149,040-68.7% | $120,225-61.1% | $137,256-66.0% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 12.97% | 605.68%-592.7pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,000 | $4,350-54.0% | $3,475-42.5% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $401 | $6,348-93.7% | $5,696-93.0% | $12,270-96.7% |