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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 | $42,703 | $109,863-61.1% | $98,477-56.6% | $167,518-74.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 11.46% | 1958.09%-1946.6pp | 1493.59%-1482.1pp | 478.71%-467.2pp |
| Employer contribution / active EE | $6,379 | $3,225+97.8% | $2,961+115.5% | $4,838+31.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,589 | $6,755-46.9% | $5,951-39.7% | $12,312-70.8% |