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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 | $10,750 | $57,305-81.2% | $86,640-87.6% | $75,173-85.7% |
| Participation rate | 88.2% | 63.2%+25.0pp | 71.7%+16.5pp | 67.2%+21.0pp |
| Annual return | 113.55% | 2674.24%-2560.7pp | 592.52%-479.0pp | 160.72%-47.2pp |
| Employer contribution / active EE | $611 | $2,316-73.6% | $3,024-79.8% | $2,671-77.1% |
| Participant deferral / active EE | $96 | $3,320-97.1% | $4,438-97.8% | $4,126-97.7% |
| Admin fee / account holder | $9,615 | $4,116+133.6% | $5,616+71.2% | $5,651+70.2% |