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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 | $20,108 | $88,702-77.3% | $81,780-75.4% | $145,978-86.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.73% | 1029.12%-1016.4pp | 776.27%-763.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $936 | $3,084-69.7% | $2,914-67.9% | $4,662-79.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $310 | $8,414-96.3% | $7,384-95.8% | $13,400-97.7% |