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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 | $28,119 | $109,872-74.4% | $98,483-71.4% | $167,536-83.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 53.64% | 1959.31%-1905.7pp | 1494.38%-1440.7pp | 478.82%-425.2pp |
| Employer contribution / active EE | $1,175 | $3,225-63.6% | $2,961-60.3% | $4,839-75.7% |
| Participant deferral / active EE | $539 | $4,673-88.5% | $4,276-87.4% | $6,342-91.5% |
| Admin fee / account holder | $12,943 | $6,757+91.5% | $5,953+117.4% | $12,315+5.1% |