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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 | $36,963 | $100,938-63.4% | $90,461-59.1% | $158,982-76.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 17.53% | 1727.20%-1709.7pp | 1294.76%-1277.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $5,081 | $3,691+37.6% | $3,264+55.7% | $4,763+6.7% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $585 | $6,510-91.0% | $5,617-89.6% | $11,252-94.8% |