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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 | $26,806 | $109,863-75.6% | $98,477-72.8% | $167,518-84.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.65% | 1958.09%-1943.4pp | 1493.59%-1478.9pp | 478.71%-464.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $305 | $4,673-93.5% | $4,276-92.9% | $6,342-95.2% |
| Admin fee / account holder | $526 | $6,755-92.2% | $5,951-91.2% | $12,312-95.7% |