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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 | $17,854 | $72,426-75.3% | $67,560-73.6% | $145,897-87.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 17.68% | 7226.78%-7209.1pp | 3533.50%-3515.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $809 | $3,074-73.7% | $2,737-70.4% | $4,663-82.7% |
| Participant deferral / active EE | $500 | $4,785-89.6% | $4,004-87.5% | $6,689-92.5% |
| Admin fee / account holder | $2,074 | $5,514-62.4% | $3,994-48.1% | $13,390-84.5% |