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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 | $40,204 | $85,766-53.1% | $136,298-70.5% | $70,126-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.67% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,049 | $2,966-30.9% | $4,696-56.4% | $2,343-12.5% |
| Participant deferral / active EE | $1,474 | $5,051-70.8% | $6,247-76.4% | $3,332-55.7% |
| Admin fee / account holder | $2,011 | $5,421-62.9% | $9,244-78.2% | $4,645-56.7% |