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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 | $9,807 | $109,872-91.1% | $98,483-90.0% | $167,536-94.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 13.20% | 1959.31%-1946.1pp | 1494.38%-1481.2pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,426 | $3,225-55.8% | $2,961-51.8% | $4,839-70.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $986 | $6,757-85.4% | $5,953-83.4% | $12,315-92.0% |