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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 | $9,961 | $90,607-89.0% | $79,467-87.5% | $135,380-92.6% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -0.11% | 977.74%-977.8pp | 718.30%-718.4pp | 519.81%-519.9pp |
| Employer contribution / active EE | $468 | $3,068-84.7% | $2,800-83.3% | $4,779-90.2% |
| Participant deferral / active EE | $517 | $4,050-87.2% | $3,704-86.0% | $5,609-90.8% |
| Admin fee / account holder | $4,334 | $5,895-26.5% | $5,104-15.1% | $10,828-60.0% |