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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 | $50,562 | $85,766-41.0% | $136,297-62.9% | $70,124-27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 35.03% | 31.45%+3.6pp | 5156.19%-5121.2pp | 73.14%-38.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,073 | $5,051-59.0% | $6,247-66.8% | $3,332-37.8% |
| Admin fee / account holder | $1,424 | $5,420-73.7% | $9,244-84.6% | $4,645-69.3% |