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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 | $18,467 | $109,872-83.2% | $98,483-81.2% | $167,536-89.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 11.85% | 1959.31%-1947.5pp | 1494.38%-1482.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,383 | $3,225-57.1% | $2,961-53.3% | $4,839-71.4% |
| Participant deferral / active EE | $402 | $4,673-91.4% | $4,276-90.6% | $6,342-93.7% |
| Admin fee / account holder | $748 | $6,757-88.9% | $5,953-87.4% | $12,315-93.9% |