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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 | $88,815-77.4% | $81,882-75.4% | $145,897-86.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.73% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $936 | $3,086-69.7% | $2,916-67.9% | $4,663-79.9% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $310 | $8,434-96.3% | $7,360-95.8% | $13,390-97.7% |