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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 | $11,804 | $88,702-86.7% | $81,780-85.6% | $145,978-91.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 12.34% | 1029.12%-1016.8pp | 776.27%-763.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $405 | $3,084-86.9% | $2,914-86.1% | $4,662-91.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $368 | $8,414-95.6% | $7,384-95.0% | $13,400-97.3% |