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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 | $8,054 | $72,396-88.9% | $67,511-88.1% | $145,959-94.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.08% | 7194.07%-7184.0pp | 3517.41%-3507.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $609 | $3,071-80.2% | $2,733-77.7% | $4,661-86.9% |
| Participant deferral / active EE | $671 | $4,781-86.0% | $4,000-83.2% | $6,689-90.0% |
| Admin fee / account holder | $357 | $5,538-93.6% | $3,999-91.1% | $13,398-97.3% |