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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 | $16,270 | $99,011-83.6% | $86,582-81.2% | $147,586-89.0% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 15.11% | 1312.75%-1297.6pp | 965.08%-950.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $5,323 | $3,132+69.9% | $2,839+87.5% | $4,876+9.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $618 | $5,709-89.2% | $4,904-87.4% | $10,886-94.3% |