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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 | $12,317 | $100,938-87.8% | $90,461-86.4% | $158,982-92.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 15.85% | 1727.20%-1711.4pp | 1294.76%-1278.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,022 | $3,691-72.3% | $3,264-68.7% | $4,763-78.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,869 | $6,510-71.3% | $5,617-66.7% | $11,252-83.4% |