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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 | $11,522 | $102,595-88.8% | $94,057-87.8% | $154,746-92.6% |
| Participation rate | 95.8% | 76.0%+19.8pp | 73.3%+22.5pp | 80.7%+15.1pp |
| Annual return | 13.44% | 583.42%-570.0pp | 480.62%-467.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,154 | $3,147-63.3% | $2,933-60.7% | $4,379-73.7% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,162 | $7,736-85.0% | $7,244-84.0% | $14,365-91.9% |