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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 | $10,042 | $76,522-86.9% | $56,033-82.1% | $145,884-93.1% |
| Participation rate | 92.3% | 63.2%+29.1pp | 52.5%+39.8pp | 80.3%+12.0pp |
| Annual return | 11.83% | 3014.28%-3002.4pp | 1711.38%-1699.5pp | 551.85%-540.0pp |
| Employer contribution / active EE | $124 | $1,382-91.0% | $1,041-88.1% | $4,662-97.3% |
| Participant deferral / active EE | $17 | $2,624-99.3% | $1,954-99.1% | $6,690-99.7% |
| Admin fee / account holder | $3,335 | $3,328+0.2% | $2,827+18.0% | $13,392-75.1% |