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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 | $11,444 | $169,361-93.2% | $129,397-91.2% | $145,877-92.2% |
| Participation rate | 95.8% | 76.5%+19.4pp | 69.6%+26.2pp | 80.3%+15.5pp |
| Annual return | 13.15% | 14395.54%-14382.4pp | 9453.98%-9440.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,042 | $5,542-81.2% | $4,154-74.9% | $4,663-77.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,993 | $9,903-79.9% | $7,679-74.0% | $13,402-85.1% |