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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 | $9,954 | $100,938-90.1% | $90,461-89.0% | $158,982-93.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 8.69% | 1727.20%-1718.5pp | 1294.76%-1286.1pp | 302.99%-294.3pp |
| Employer contribution / active EE | $760 | $3,691-79.4% | $3,264-76.7% | $4,763-84.0% |
| Participant deferral / active EE | $408 | $4,350-90.6% | $3,964-89.7% | $5,983-93.2% |
| Admin fee / account holder | $5,123 | $6,510-21.3% | $5,617-8.8% | $11,252-54.5% |