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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 | $22,502 | $88,778-74.7% | $81,844-72.5% | $145,884-84.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 15.72% | 1033.03%-1017.3pp | 778.87%-763.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,359 | $3,087-56.0% | $2,916-53.4% | $4,662-70.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $411 | $8,430-95.1% | $7,355-94.4% | $13,392-96.9% |