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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 | $23,854 | $99,031-75.9% | $86,597-72.5% | $147,585-83.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 15.88% | 1312.56%-1296.7pp | 964.96%-949.1pp | 578.57%-562.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $257 | $3,972-93.5% | $3,609-92.9% | $5,439-95.3% |
| Admin fee / account holder | $1,141 | $5,711-80.0% | $4,906-76.7% | $10,885-89.5% |