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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 | $15,985 | $124,175-87.1% | $108,405-85.3% | $167,536-90.5% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 13.77% | 1380.13%-1366.4pp | 905.55%-891.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,245 | $4,188-70.3% | $3,559-65.0% | $4,839-74.3% |
| Participant deferral / active EE | $1,236 | $6,908-82.1% | $6,563-81.2% | $6,342-80.5% |
| Admin fee / account holder | $419 | $9,457-95.6% | $7,297-94.3% | $12,315-96.6% |