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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 | $9,183 | $152,542-94.0% | $117,498-92.2% | $134,509-93.2% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | 2.16% | 53.02%-50.9pp | 29.75%-27.6pp | 418.13%-416.0pp |
| Employer contribution / active EE | $1,250 | $5,574-77.6% | $4,178-70.1% | $4,741-73.6% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,517 | $7,006-21.2% | $5,646-2.3% | $11,427-51.7% |