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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 | $61,172 | $89,739-31.8% | $149,721-59.1% | $62,293-1.8% |
| Participation rate | 73.1% | 85.1%-12.0pp | 87.1%-14.0pp | 69.5%+3.6pp |
| Annual return | 15.92% | 21.01%-5.1pp | 1501.67%-1485.8pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,084 | $4,797-77.4% | $6,568-83.5% | $3,169-65.8% |
| Admin fee / account holder | $9,319 | $551+1590.5% | $11,282-17.4% | $479+1844.0% |