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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 | $62,012 | $39,798+55.8% | $67,704-8.4% | $59,633+4.0% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 33.46% | 89.94%-56.5pp | 25.41%+8.0pp | 2041.45%-2008.0pp |
| Employer contribution / active EE | $1,642 | $1,393+17.9% | $2,559-35.8% | $2,203-25.4% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,064 | $3,212-66.9% | $4,255-75.0% | $4,297-75.2% |