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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 | $11,875 | $109,863-89.2% | $98,477-87.9% | $167,518-92.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.89% | 1958.09%-1947.2pp | 1493.59%-1482.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $1,204 | $3,225-62.7% | $2,961-59.3% | $4,838-75.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $389 | $6,755-94.2% | $5,951-93.5% | $12,312-96.8% |