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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 | $72,071-84.0% | $68,368-83.1% | $137,256-91.6% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.0%+15.9pp |
| Annual return | 13.44% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,154 | $2,788-58.6% | $2,649-56.4% | $4,156-72.2% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,162 | $5,336-78.2% | $5,150-77.4% | $12,270-90.5% |