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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 | $13,942 | $88,815-84.3% | $81,882-83.0% | $145,897-90.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 11.44% | 1033.75%-1022.3pp | 779.47%-768.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,058 | $3,086-33.3% | $2,916-29.4% | $4,663-55.9% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $180,474 | $8,434+2039.7% | $7,360+2352.2% | $13,390+1247.8% |