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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 | $23,733 | $57,305-58.6% | $86,640-72.6% | $75,173-68.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 14.83% | 2674.24%-2659.4pp | 592.52%-577.7pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,398 | $2,316-39.6% | $3,024-53.8% | $2,671-47.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $535 | $4,116-87.0% | $5,616-90.5% | $5,651-90.5% |