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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 | $10,603 | $68,097-84.4% | $62,929-83.2% | $137,256-92.3% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 11.27% | 1859.11%-1847.8pp | 1063.93%-1052.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $587 | $2,811-79.1% | $2,505-76.6% | $4,156-85.9% |
| Participant deferral / active EE | $614 | $4,553-86.5% | $3,888-84.2% | $6,407-90.4% |
| Admin fee / account holder | $1,222 | $6,521-81.3% | $5,065-75.9% | $12,270-90.0% |