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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 | $8,670 | $72,403-88.0% | $67,524-87.2% | $145,978-94.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.03% | 7197.23%-7187.2pp | 3519.41%-3509.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,881 | $3,072-38.8% | $2,734-31.2% | $4,662-59.7% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,020 | $5,541-63.5% | $4,001-49.5% | $13,400-84.9% |