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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 | $29,545 | $85,766-65.6% | $136,298-78.3% | $70,126-57.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.50% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.6pp |
| Employer contribution / active EE | $536 | $2,966-81.9% | $4,696-88.6% | $2,343-77.1% |
| Participant deferral / active EE | $902 | $5,051-82.1% | $6,247-85.6% | $3,332-72.9% |
| Admin fee / account holder | $1,436 | $5,421-73.5% | $9,244-84.5% | $4,645-69.1% |