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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 | $13,427 | $100,911-86.7% | $90,440-85.2% | $158,966-91.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.40% | 1726.62%-1713.2pp | 1294.38%-1281.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,278 | $3,690-65.4% | $3,263-60.8% | $4,762-73.2% |
| Participant deferral / active EE | $135 | $4,348-96.9% | $3,964-96.6% | $5,983-97.7% |
| Admin fee / account holder | $1,074 | $6,507-83.5% | $5,615-80.9% | $11,250-90.5% |