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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 | $79,199 | $100,911-21.5% | $90,440-12.4% | $158,966-50.2% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.7%+1.0pp | 82.0%-8.3pp |
| Annual return | 13.33% | 1726.62%-1713.3pp | 1294.38%-1281.0pp | 302.95%-289.6pp |
| Employer contribution / active EE | $6,706 | $3,690+81.7% | $3,263+105.5% | $4,762+40.8% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $948 | $6,507-85.4% | $5,615-83.1% | $11,250-91.6% |